BFEC
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Benjamin F. Edwards & Company’s Avista AVA Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$24K Buy
707
+203
+40% +$7.25K ﹤0.01% 1494
2024
Q1 		$18K Buy
504
+18
+4% +$613 ﹤0.01% 1556
2023
Q4 		$17K Buy
+486
New +$16.5K ﹤0.01% 1518

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Benjamin F. Edwards & Company's AVA Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Avista (AVA) stake by 40% in Q2 2024, buying an estimated $7.25K and bringing the position to 707 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Benjamin F. Edwards & Company first reported a position in AVA in Q4 2023 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold AVA as of Q2 2024.

  • Benjamin F. Edwards & Company held 707 shares of Avista worth $24K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 203 Avista shares in Q2 2024, an estimated $7.25K.
  • Avista made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1494 holding.
  • Benjamin F. Edwards & Company first reported a position in Avista in Q4 2023 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held Avista as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.