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
2020 Q4	$0	Buy	+1	New	+$37	﹤0.01%	486
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Financial Gravity Asset Management's AVA Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Avista (AVA) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in AVA as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in AVA in Q1 2018 and has held it in 8 quarters since. The position peaked at $48K in Q4 2019. 237 funds tracked by Wall St. Rank hold AVA as of Q4 2020.

Financial Gravity Asset Management held 1 share of Avista worth $0 as of Q4 2020.
Avista was a new Financial Gravity Asset Management position in Q4 2020.
Avista made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #486 holding.
Financial Gravity Asset Management first reported a position in Avista in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Avista position peaked at $48K in Q4 2019.
237 funds tracked by Wall St. Rank held Avista as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.