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Baron Silver Stevens Financial Advisors’s Avista AVA Stock Holding History

Baron Silver Stevens Financial 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
Q1 		– Sell
-1,643
Closed -$65K – 78
2020
Q4 		$65K Buy
+1,643
New +$60.3K 0.02% 121

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's AVA Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Avista (AVA) in Q1 2021, closing a stake of 1,643 shares — an estimated $65K sold.

Baron Silver Stevens Financial Advisors first reported a position in AVA in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 251 funds tracked by Wall St. Rank hold AVA as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Avista position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 1,643 Avista shares in Q1 2021, an estimated $65K.
  • Baron Silver Stevens Financial Advisors first reported a position in Avista in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Avista position peaked at $65K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Avista as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.