6 Meridian’s Avista AVA Stock Holding History

6 Meridian’s Portfolio AVA Stock Details AVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$421K	Buy	9,917 +124	+1%	+$4.99K	0.03%	191
2021 Q3	$383K	Buy	9,793 +4,476	+84%	+$187K	0.03%	204
2021 Q2	$227K	Sell	5,317 -211	-4%	-$9.67K	0.02%	298
2021 Q1	$264K	Buy	+5,528	New	+$228K	0.02%	233
2020 Q3	–	Sell	-7,516	Closed	-$274K	–	277
2020 Q2	$274K	Sell	7,516 -11,684	-61%	-$463K	0.03%	228
2020 Q1	$816K	Buy	19,200 +1,174	+7%	+$56.5K	0.09%	136
2019 Q4	$867K	Buy	18,026 +1,252	+7%	+$59.6K	0.08%	153
2019 Q3	$813K	Sell	16,774 -153	-0.9%	-$7.11K	0.08%	141
2019 Q2	$755K	Buy	16,927 +359	+2%	+$15.3K	0.08%	146
2019 Q1	$673K	Buy	16,568 +2,812	+20%	+$116K	0.07%	160
2018 Q4	$584K	Sell	13,756 -143	-1%	-$7.08K	0.07%	162
2018 Q3	$703K	Buy	13,899 +1,713	+14%	+$87.6K	0.07%	155
2018 Q2	$642K	Sell	12,186 -161	-1%	-$8.41K	0.07%	173
2018 Q1	$633K	Buy	12,347 +797	+7%	+$40.2K	0.07%	153
2017 Q4	$595K	Buy	+11,550	New	+$599K	0.07%	169

Other funds holding AVA

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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

6 Meridian's AVA Position: Q4 2021 in Review

6 Meridian increased its Avista (AVA) stake by 1.3% in Q4 2021, buying an estimated $4.99K and bringing the position to 9,917 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #191.

6 Meridian first reported a position in AVA in Q4 2017 and has held it in 15 quarters since. The position peaked at $867K in Q4 2019. 261 funds tracked by Wall St. Rank hold AVA as of Q4 2021.

6 Meridian held 9,917 shares of Avista worth $421K as of Q4 2021.
6 Meridian bought 124 Avista shares in Q4 2021, an estimated $4.99K.
Avista made up 0.03% of 6 Meridian's portfolio in Q4 2021, its #191 holding.
6 Meridian first reported a position in Avista in Q4 2017 and has held it in 15 quarters since.
6 Meridian's Avista position peaked at $867K in Q4 2019.
261 funds tracked by Wall St. Rank held Avista as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.