Wright Investors Service’s AvalonBay Communities AVB Stock Holding History

Wright Investors Service’s Portfolio AVB Stock Details AVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,652	Closed	-$1.4M	–	145
2022 Q1	$1.4M	Buy	5,652 +315	+6%	+$76.9K	0.35%	85
2021 Q4	$1.35M	Sell	5,337 -19	-0.4%	-$4.53K	0.34%	85
2021 Q3	$1.19M	Buy	5,356 +1,413	+36%	+$317K	0.34%	85
2021 Q2	$823K	Buy	+3,943	New	+$789K	0.22%	106
2019 Q2	–	Sell	-1,798	Closed	-$361K	–	153
2019 Q1	$361K	Sell	1,798 -12	-0.7%	-$2.29K	0.15%	119
2018 Q4	$315K	Buy	1,810 +36	+2%	+$6.5K	0.13%	115
2018 Q3	$321K	Buy	1,774 +19	+1%	+$3.39K	0.12%	125
2018 Q2	$302K	Sell	1,755 -5	-0.3%	-$826	0.12%	129
2018 Q1	$290K	Buy	+1,760	New	+$288K	0.1%	162

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wright Investors Service's AVB Position: Q2 2022 in Review

Wright Investors Service sold out of AvalonBay Communities (AVB) in Q2 2022, closing a stake of 5,652 shares — an estimated $1.4M sold.

Wright Investors Service first reported a position in AVB in Q1 2018 and held it in 9 quarters. The position peaked at $1.4M in Q1 2022. 629 funds tracked by Wall St. Rank hold AVB as of Q2 2022.

Wright Investors Service reported no remaining AvalonBay Communities position as of Q2 2022 after selling out during the quarter.
Wright Investors Service sold 5,652 AvalonBay Communities shares in Q2 2022, an estimated $1.4M.
Wright Investors Service first reported a position in AvalonBay Communities in Q1 2018 and held it in 9 quarters.
Wright Investors Service's AvalonBay Communities position peaked at $1.4M in Q1 2022.
629 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2022.

Based on Wright Investors Service's 13F filing for Q2 2022, filed 2 Aug 2022.