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Beacon Capital Management LLC (Tennessee)’s Avista AVA Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q1 		– Sell
-297
Closed -$9.61K – 1071
2023
Q4 		$9.61K Hold
297
– – ﹤0.01% 532
2023
Q3 		$11.7K Hold
297
– – ﹤0.01% 520
2023
Q2 		$11.7K Hold
297
– – ﹤0.01% 520
2023
Q1 		$12.6K Hold
297
– – ﹤0.01% 447
2022
Q4 		$13.2K Buy
+297
New +$11.9K ﹤0.01% 447

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Beacon Capital Management LLC (Tennessee)'s AVA Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Avista (AVA) in Q1 2024, closing a stake of 297 shares — an estimated $9.61K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AVA in Q4 2022 and held it in 5 quarters. The position peaked at $13.2K in Q4 2022. 305 funds tracked by Wall St. Rank hold AVA as of Q1 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Avista position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 297 Avista shares in Q1 2024, an estimated $9.61K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Avista in Q4 2022 and held it in 5 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Avista position peaked at $13.2K in Q4 2022.
  • 305 funds tracked by Wall St. Rank held Avista as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.