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CSat Investment Advisory’s Avista AVA Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-289
Closed -$10K – 554
2020
Q3 		$10K Buy
289
+45
+18% +$1.63K ﹤0.01% 1035
2020
Q2 		$9K Buy
+244
New +$9.66K ﹤0.01% 1052

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
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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

CSat Investment Advisory's AVA Position: Q4 2020 in Review

CSat Investment Advisory sold out of Avista (AVA) in Q4 2020, closing a stake of 289 shares — an estimated $10K sold.

CSat Investment Advisory first reported a position in AVA in Q2 2020 and held it in 2 quarters. The position peaked at $10K in Q3 2020. 237 funds tracked by Wall St. Rank hold AVA as of Q4 2020.

  • CSat Investment Advisory reported no remaining Avista position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 289 Avista shares in Q4 2020, an estimated $10K.
  • CSat Investment Advisory first reported a position in Avista in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Avista position peaked at $10K in Q3 2020.
  • 237 funds tracked by Wall St. Rank held Avista as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.