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Alliance Wealth Advisors (Utah)’s Avista AVA Stock Holding History

Alliance Wealth Advisors (Utah)’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
2024
Q4 		– Sell
-6,839
Closed -$265K – 258
2024
Q3 		$265K Hold
6,839
– – 0.07% 218
2024
Q2 		$237K Hold
6,839
– – 0.07% 209
2024
Q1 		$240K Hold
6,839
– – 0.07% 218
2023
Q4 		$244K Hold
6,839
– – 0.08% 219
2023
Q3 		$221K Hold
6,839
– – 0.08% 209
2023
Q2 		$269K Hold
6,839
– – 0.1% 191
2023
Q1 		$290K Hold
6,839
– – 0.12% 179
2022
Q4 		$303K Buy
+6,839
New +$274K 0.14% 162

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s AVA Position: Q4 2024 in Review

Alliance Wealth Advisors (Utah) sold out of Avista (AVA) in Q4 2024, closing a stake of 6,839 shares — an estimated $265K sold.

Alliance Wealth Advisors (Utah) first reported a position in AVA in Q4 2022 and held it in 8 quarters. The position peaked at $303K in Q4 2022. 332 funds tracked by Wall St. Rank hold AVA as of Q4 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining Avista position as of Q4 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 6,839 Avista shares in Q4 2024, an estimated $265K.
  • Alliance Wealth Advisors (Utah) first reported a position in Avista in Q4 2022 and held it in 8 quarters.
  • Alliance Wealth Advisors (Utah)'s Avista position peaked at $303K in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Avista as of Q4 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2024, filed 24 Jan 2025.