APWA
AVA icon

Atlas Private Wealth Advisors’s Avista AVA Stock Holding History

Atlas Private Wealth 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
2021
Q2 		– Sell
-1,346
Closed -$64K – 784
2021
Q1 		$64K Hold
1,346
– – 0.04% 210
2020
Q4 		$54K Hold
1,346
– – 0.04% 207
2020
Q3 		$46K Hold
1,346
– – 0.04% 209
2020
Q2 		$49K Buy
+1,346
New +$53.3K 0.04% 204

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Atlas Private Wealth Advisors's AVA Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Avista (AVA) in Q2 2021, closing a stake of 1,346 shares — an estimated $64K sold.

Atlas Private Wealth Advisors first reported a position in AVA in Q2 2020 and held it in 4 quarters. The position peaked at $64K in Q1 2021. 255 funds tracked by Wall St. Rank hold AVA as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Avista position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,346 Avista shares in Q2 2021, an estimated $64K.
  • Atlas Private Wealth Advisors first reported a position in Avista in Q2 2020 and held it in 4 quarters.
  • Atlas Private Wealth Advisors's Avista position peaked at $64K in Q1 2021.
  • 255 funds tracked by Wall St. Rank held Avista as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.