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Evoke Wealth’s Avista AVA Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-1,000
Closed -$37K – 418
2022
Q3 		$37K Hold
1,000
– – ﹤0.01% 559
2022
Q2 		$44K Hold
1,000
– – ﹤0.01% 532
2022
Q1 		$45K Sell
1,000
-10
-1% -$440 ﹤0.01% 539
2021
Q4 		$43K Buy
1,010
+10
+1% +$402 ﹤0.01% 552
2021
Q3 		$39K Buy
+1,000
New +$41.9K ﹤0.01% 540
2020
Q2 		– Sell
-99
Closed -$4.21K – 1071
2020
Q1 		$4.21K Hold
99
– – ﹤0.01% 649
2019
Q4 		$4.76K Hold
99
– – ﹤0.01% 921
2019
Q3 		$4.79K Buy
+99
New +$4.6K ﹤0.01% 1010

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's AVA Position: Q4 2022 in Review

Evoke Wealth sold out of Avista (AVA) in Q4 2022, closing a stake of 1,000 shares — an estimated $37K sold.

Evoke Wealth first reported a position in AVA in Q3 2019 and held it in 8 quarters. The position peaked at $45K in Q1 2022. 289 funds tracked by Wall St. Rank hold AVA as of Q4 2022.

  • Evoke Wealth reported no remaining Avista position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 1,000 Avista shares in Q4 2022, an estimated $37K.
  • Evoke Wealth first reported a position in Avista in Q3 2019 and held it in 8 quarters.
  • Evoke Wealth's Avista position peaked at $45K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Avista as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.