Berman Capital Advisors’s Avista AVA Stock Holding History

Berman Capital 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 Q3	$1K	Buy	27 +10	+59%	+$419	﹤0.01%	1803
2021 Q2	$0	Buy	17 +12	+240%	+$550	﹤0.01%	1893
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1762
2020 Q4	$0	Sell	5 -7	-58%	-$257	﹤0.01%	1664
2020 Q3	$0	Sell	12 -61	-84%	-$2.21K	﹤0.01%	1591
2020 Q2	$2K	Buy	73 +19	+35%	+$753	﹤0.01%	1230
2020 Q1	$2K	Hold	54	–	–	﹤0.01%	1098
2019 Q4	$2K	Hold	54	–	–	﹤0.01%	1166
2019 Q3	$2K	Buy	54 +1	+2%	+$46	﹤0.01%	1144
2019 Q2	$2K	Hold	53	–	–	﹤0.01%	1155
2019 Q1	$2K	Sell	53 -29	-35%	-$1.19K	﹤0.01%	1059
2018 Q4	$3K	Buy	+82	New	+$4.06K	﹤0.01%	784

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Berman Capital Advisors's AVA Position: Q3 2021 in Review

Berman Capital Advisors increased its Avista (AVA) stake by 59% in Q3 2021, buying an estimated $419 and bringing the position to 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Berman Capital Advisors first reported a position in AVA in Q4 2018 and has held it in 12 quarters since. The position peaked at $3K in Q4 2018. 255 funds tracked by Wall St. Rank hold AVA as of Q3 2021.

Berman Capital Advisors held 27 shares of Avista worth $1K as of Q3 2021.
Berman Capital Advisors bought 10 Avista shares in Q3 2021, an estimated $419.
Avista made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1803 holding.
Berman Capital Advisors first reported a position in Avista in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Avista position peaked at $3K in Q4 2018.
255 funds tracked by Wall St. Rank held Avista as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.