Affiance Financial’s Avista AVA Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-526	Closed	-$23.3K	–	122
2022 Q4	$23.3K	Buy	+526	New	+$21.1K	0.01%	225

Other funds holding AVA

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

WHG

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

Affiance Financial's AVA Position: Q1 2023 in Review

Affiance Financial sold out of Avista (AVA) in Q1 2023, closing a stake of 526 shares — an estimated $23.3K sold.

Affiance Financial first reported a position in AVA in Q4 2022 and held it in 1 quarter. The position peaked at $23.3K in Q4 2022. 269 funds tracked by Wall St. Rank hold AVA as of Q1 2023.

Affiance Financial reported no remaining Avista position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 526 Avista shares in Q1 2023, an estimated $23.3K.
Affiance Financial first reported a position in Avista in Q4 2022 and held it in 1 quarter.
Affiance Financial's Avista position peaked at $23.3K in Q4 2022.
269 funds tracked by Wall St. Rank held Avista as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.