AWM
AVA icon

Align Wealth Management’s Avista AVA Stock Holding History

Align Wealth Management’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
2022
Q4 		$296 Buy
+8
New +$320 ﹤0.01% 209

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Align Wealth Management's AVA Position: Q4 2022 in Review

Align Wealth Management opened a new position in Avista (AVA) in Q4 2022: 8 shares worth $296. The stake represents ﹤0.01% of the portfolio and ranks #209 among its holdings.

288 funds tracked by Wall St. Rank hold AVA as of Q4 2022.

  • Align Wealth Management held 8 shares of Avista worth $296 as of Q4 2022.
  • Avista was a new Align Wealth Management position in Q4 2022.
  • Avista made up ﹤0.01% of Align Wealth Management's portfolio in Q4 2022, its #209 holding.
  • 288 funds tracked by Wall St. Rank held Avista as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.