FGC
AVA icon

Financial Gravity Companies’s Avista AVA Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+14
New +$694 ﹤0.01% 1020
2018
Q1 		$1K Sell
14
-85
-86% -$4.29K ﹤0.01% 1065
2017
Q4 		$5K Buy
+99
New +$5.13K 0.01% 702

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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Companies's AVA Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Avista (AVA) in Q4 2018: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AVA as recently as Q1 2018.

Financial Gravity Companies first reported a position in AVA in Q4 2017 and has held it in 3 quarters since. The position peaked at $5K in Q4 2017. 251 funds tracked by Wall St. Rank hold AVA as of Q4 2018.

  • Financial Gravity Companies held 14 shares of Avista worth $1K as of Q4 2018.
  • Avista was a new Financial Gravity Companies position in Q4 2018.
  • Avista made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1020 holding.
  • Financial Gravity Companies first reported a position in Avista in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Avista position peaked at $5K in Q4 2017.
  • 251 funds tracked by Wall St. Rank held Avista as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.