YorkBridge Wealth Partners’s AvalonBay Communities AVB Stock Holding History

YorkBridge Wealth Partners’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 Q4	$610K	Buy	+3,774	New	+$642K	0.15%	114

Other funds holding AVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

YorkBridge Wealth Partners's AVB Position: Q4 2022 in Review

YorkBridge Wealth Partners opened a new position in AvalonBay Communities (AVB) in Q4 2022: 3,774 shares worth $610K. The stake represents 0.15% of the portfolio and ranks #114 among its holdings.

634 funds tracked by Wall St. Rank hold AVB as of Q4 2022.

YorkBridge Wealth Partners held 3,774 shares of AvalonBay Communities worth $610K as of Q4 2022.
AvalonBay Communities was a new YorkBridge Wealth Partners position in Q4 2022.
AvalonBay Communities made up 0.15% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #114 holding.
634 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.