Encompass Wealth Advisors’s Avaya Holdings Corp. Common Stock AVYA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-19,085
Closed -$4 295
2023
Q1
$4 Hold
19,085
﹤0.01% 280
2022
Q4
$3.74K Hold
19,085
﹤0.01% 250
2022
Q3
$30K Hold
19,085
0.01% 220
2022
Q2
$43K Hold
19,085
0.02% 215
2022
Q1
$242K Hold
19,085
0.06% 195
2021
Q4
$378K Sell
19,085
-8,453
-31% -$167K 0.09% 161
2021
Q3
$544K Hold
27,538
0.14% 117
2021
Q2
$740K Hold
27,538
0.18% 99
2021
Q1
$795K Buy
+27,538
New +$736K 0.2% 92

Encompass Wealth Advisors's AVYA Position: Q2 2023 in Review

Encompass Wealth Advisors sold out of Avaya Holdings Corp. Common Stock (AVYA) in Q2 2023, closing a stake of 19,085 shares — an estimated $4 sold.

Encompass Wealth Advisors first reported a position in AVYA in Q1 2021 and held it in 9 quarters. The position peaked at $795K in Q1 2021. 0 funds tracked by Wall St. Rank hold AVYA as of Q2 2023.

  • Encompass Wealth Advisors reported no remaining Avaya Holdings Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Encompass Wealth Advisors sold 19,085 Avaya Holdings Corp. Common Stock shares in Q2 2023, an estimated $4.
  • Encompass Wealth Advisors first reported a position in Avaya Holdings Corp. Common Stock in Q1 2021 and held it in 9 quarters.
  • Encompass Wealth Advisors's Avaya Holdings Corp. Common Stock position peaked at $795K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Avaya Holdings Corp. Common Stock as of Q2 2023.

Based on Encompass Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.