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Buckingham Strategic Wealth’s Avista AVA Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-5,162
Closed -$202K – 601
2021
Q3 		$202K Buy
5,162
+192
+4% +$8.04K ﹤0.01% 565
2021
Q2 		$212K Hold
4,970
– – 0.01% 553
2021
Q1 		$237K Sell
4,970
-1,654
-25% -$68.1K 0.01% 480
2020
Q4 		$266K Buy
+6,624
New +$243K 0.01% 440

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Buckingham Strategic Wealth's AVA Position: Q4 2021 in Review

Buckingham Strategic Wealth sold out of Avista (AVA) in Q4 2021, closing a stake of 5,162 shares — an estimated $202K sold.

Buckingham Strategic Wealth first reported a position in AVA in Q4 2020 and held it in 4 quarters. The position peaked at $266K in Q4 2020. 261 funds tracked by Wall St. Rank hold AVA as of Q4 2021.

  • Buckingham Strategic Wealth reported no remaining Avista position as of Q4 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 5,162 Avista shares in Q4 2021, an estimated $202K.
  • Buckingham Strategic Wealth first reported a position in Avista in Q4 2020 and held it in 4 quarters.
  • Buckingham Strategic Wealth's Avista position peaked at $266K in Q4 2020.
  • 261 funds tracked by Wall St. Rank held Avista as of Q4 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.