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Cetera Advisors’s Avista AVA Stock Holding History

Cetera 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
2024
Q1 		$349K Buy
+9,965
New +$339K ﹤0.01% 1837
2022
Q2 		– Sell
-4,714
Closed -$213K – 1369
2022
Q1 		$213K Hold
4,714
– – ﹤0.01% 1282
2021
Q4 		$200K Sell
4,714
-964
-17% -$38.8K ﹤0.01% 1332
2021
Q3 		$222K Buy
+5,678
New +$238K ﹤0.01% 1260

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisors's AVA Position: Q1 2024 in Review

Cetera Advisors opened a new position in Avista (AVA) in Q1 2024: 9,965 shares worth $349K. The stake represents ﹤0.01% of the portfolio and ranks #1837 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in AVA as recently as Q1 2022.

Cetera Advisors first reported a position in AVA in Q3 2021 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold AVA as of Q1 2024.

  • Cetera Advisors held 9,965 shares of Avista worth $349K as of Q1 2024.
  • Avista was a new Cetera Advisors position in Q1 2024.
  • Avista made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1837 holding.
  • Cetera Advisors first reported a position in Avista in Q3 2021 and has held it in 4 quarters since.
  • 305 funds tracked by Wall St. Rank held Avista as of Q1 2024.

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