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Eads & Heald Wealth Management’s Avista AVA Stock Holding History

Eads & Heald Wealth Management’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
2023
Q2 		– Sell
-4,858
Closed -$206K – 146
2023
Q1 		$206K Buy
+4,858
New +$201K 0.1% 141
2016
Q3 		– Sell
-4,540
Closed -$203K – 131
2016
Q2 		$203K Sell
4,540
-405
-8% -$16.6K 0.14% 126
2016
Q1 		$202K Buy
+4,945
New +$186K 0.14% 127

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eads & Heald Wealth Management's AVA Position: Q2 2023 in Review

Eads & Heald Wealth Management sold out of Avista (AVA) in Q2 2023, closing a stake of 4,858 shares — an estimated $206K sold.

Eads & Heald Wealth Management first reported a position in AVA in Q1 2016 and held it in 3 quarters. The position peaked at $206K in Q1 2023. 262 funds tracked by Wall St. Rank hold AVA as of Q2 2023.

  • Eads & Heald Wealth Management reported no remaining Avista position as of Q2 2023 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 4,858 Avista shares in Q2 2023, an estimated $206K.
  • Eads & Heald Wealth Management first reported a position in Avista in Q1 2016 and held it in 3 quarters.
  • Eads & Heald Wealth Management's Avista position peaked at $206K in Q1 2023.
  • 262 funds tracked by Wall St. Rank held Avista as of Q2 2023.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.