American Portfolios Advisors’s Avista AVA Stock Holding History

American Portfolios Advisors’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 Q3	$3.48K	Buy	94 +26	+38%	+$1.09K	﹤0.01%	2963
2022 Q2	$2.96K	Hold	68	–	–	﹤0.01%	3014
2022 Q1	$3.07K	Sell	68 -5	-7%	-$220	﹤0.01%	3102
2021 Q4	$3.1K	Buy	73 +10	+16%	+$402	﹤0.01%	3054
2021 Q3	$2.46K	Hold	63	–	–	﹤0.01%	3104
2021 Q2	$2.69K	Buy	63 +32	+103%	+$1.47K	﹤0.01%	3059
2021 Q1	$1.48K	Buy	+31	New	+$1.28K	﹤0.01%	3059
2019 Q4	–	Sell	-1,188	Closed	-$57.5K	–	2850
2019 Q3	$57.5K	Buy	1,188 +1,110	+1,423%	+$51.6K	﹤0.01%	1223
2019 Q2	$3.48K	Buy	78 +25	+47%	+$1.06K	﹤0.01%	2302
2019 Q1	$2.15K	Buy	+53	New	+$2.18K	﹤0.01%	2356

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

WHG

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

American Portfolios Advisors's AVA Position: Q3 2022 in Review

American Portfolios Advisors increased its Avista (AVA) stake by 38% in Q3 2022, buying an estimated $1.09K and bringing the position to 94 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2963.

American Portfolios Advisors first reported a position in AVA in Q1 2019 and has held it in 10 quarters since. The position peaked at $57.5K in Q3 2019. 279 funds tracked by Wall St. Rank hold AVA as of Q3 2022.

American Portfolios Advisors held 94 shares of Avista worth $3.48K as of Q3 2022.
American Portfolios Advisors bought 26 Avista shares in Q3 2022, an estimated $1.09K.
Avista made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2963 holding.
American Portfolios Advisors first reported a position in Avista in Q1 2019 and has held it in 10 quarters since.
American Portfolios Advisors's Avista position peaked at $57.5K in Q3 2019.
279 funds tracked by Wall St. Rank held Avista as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.