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B. Riley Wealth Advisors’s Avista AVA Stock Holding History

B. Riley 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
2024
Q3 		– Sell
-12,334
Closed -$427K – 1273
2024
Q2 		$427K Buy
+12,334
New +$441K 0.01% 888
2015
Q1 		– Sell
-207
Closed -$7 – 667
2014
Q4 		$7 Buy
+207
New +$7.06K ﹤0.01% 3006
2014
Q3 		– Sell
-207
Closed -$6.94K – 738
2014
Q2 		$6.94K Buy
+207
New +$6.55K ﹤0.01% 1933

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's AVA Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Avista (AVA) in Q3 2024, closing a stake of 12,334 shares — an estimated $427K sold.

B. Riley Wealth Advisors first reported a position in AVA in Q2 2014 and held it in 3 quarters. The position peaked at $427K in Q2 2024. 330 funds tracked by Wall St. Rank hold AVA as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Avista position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,334 Avista shares in Q3 2024, an estimated $427K.
  • B. Riley Wealth Advisors first reported a position in Avista in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Avista position peaked at $427K in Q2 2024.
  • 330 funds tracked by Wall St. Rank held Avista as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.