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Financial Gravity Asset Management’s Avista AVA Stock Holding History

Financial Gravity Asset 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
2021
Q1 		– Sell
-1
Closed – – 768
2020
Q4 		$0 Buy
+1
New +$37 ﹤0.01% 486
2020
Q2 		– Sell
-5
Closed -$197 – 75
2020
Q1 		$197 Hold
5
– – ﹤0.01% 732
2019
Q4 		$48K Sell
5
-4
-44% -$191 0.03% 665
2019
Q3 		$0 Buy
9
+1
+13% +$46 ﹤0.01% 1195
2019
Q2 		$0 Hold
8
– – ﹤0.01% 1236
2019
Q1 		$0 Buy
+8
New +$329 ﹤0.01% 1318
2018
Q3 		$1K Buy
14
+1
+8% +$51 ﹤0.01% 1074
2018
Q2 		$1K Sell
13
-1
-7% -$52 ﹤0.01% 1095
2018
Q1 		$1K Buy
+14
New +$707 ﹤0.01% 1065

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Asset Management's AVA Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of Avista (AVA) in Q1 2021, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in AVA in Q1 2018 and held it in 9 quarters. The position peaked at $48K in Q4 2019. 251 funds tracked by Wall St. Rank hold AVA as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining Avista position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Avista share in Q1 2021.
  • Financial Gravity Asset Management first reported a position in Avista in Q1 2018 and held it in 9 quarters.
  • Financial Gravity Asset Management's Avista position peaked at $48K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Avista as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.