Cetera Advisor Networks’s Avista AVA Stock Holding History

Cetera Advisor Networks’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	$239K	Buy	+6,830	New	+$233K	﹤0.01%	2461
2020 Q3	–	Sell	-2,859	Closed	-$104K	–	1349
2020 Q2	$104K	Buy	+2,859	New	+$113K	﹤0.01%	1487
2017 Q4	–	Sell	-4,913	Closed	-$254K	–	994
2017 Q3	$254K	Hold	4,913	–	–	0.01%	746
2017 Q2	$208K	Buy	+4,913	New	+$205K	0.01%	834
2017 Q1	–	Sell	-5,413	Closed	-$217K	–	921
2016 Q4	$217K	Sell	5,413 -600	-10%	-$24.3K	0.01%	763
2016 Q3	$251K	Buy	6,013 +600	+11%	+$25.5K	0.01%	842
2016 Q2	$242K	Sell	5,413 -1,550	-22%	-$63.5K	0.01%	698
2016 Q1	$282K	Buy	+6,963	New	+$262K	0.02%	631
2015 Q3	–	Sell	-6,421	Closed	-$220K	–	806
2015 Q2	$220K	Hold	6,421	–	–	0.01%	731
2015 Q1	$220K	Sell	6,421 -15	-0.2%	-$524	0.01%	735
2014 Q4	$228K	Buy	+6,436	New	+$220K	0.02%	714

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisor Networks's AVA Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Avista (AVA) in Q1 2024: 6,830 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #2461 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in AVA as recently as Q2 2020.

Cetera Advisor Networks first reported a position in AVA in Q4 2014 and has held it in 11 quarters since. The position peaked at $282K in Q1 2016. 305 funds tracked by Wall St. Rank hold AVA as of Q1 2024.

Cetera Advisor Networks held 6,830 shares of Avista worth $239K as of Q1 2024.
Avista was a new Cetera Advisor Networks position in Q1 2024.
Avista made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2461 holding.
Cetera Advisor Networks first reported a position in Avista in Q4 2014 and has held it in 11 quarters since.
Cetera Advisor Networks's Avista position peaked at $282K in Q1 2016.
305 funds tracked by Wall St. Rank held Avista as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.