FinTrust Capital Advisors’s Avista AVA Stock Holding History

FinTrust Capital Advisors’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	-197	Closed	-$8K	–	1191
2022 Q3	$8K	Hold	197	–	–	﹤0.01%	914
2022 Q2	$8K	Hold	197	–	–	﹤0.01%	935
2022 Q1	$9K	Hold	197	–	–	﹤0.01%	963
2021 Q4	$8K	Hold	197	–	–	﹤0.01%	949
2021 Q3	$8K	Hold	197	–	–	﹤0.01%	954
2021 Q2	$8K	Hold	197	–	–	﹤0.01%	970
2021 Q1	$9K	Hold	197	–	–	﹤0.01%	915
2020 Q4	$8K	Hold	197	–	–	﹤0.01%	886
2020 Q3	$7	Buy	197 +162	+463%	+$5.87K	﹤0.01%	880
2020 Q2	$1K	Sell	35 -86	-71%	-$3.41K	﹤0.01%	997
2020 Q1	$5K	Sell	121 -949	-89%	-$45.7K	﹤0.01%	865
2019 Q4	$51K	Sell	1,070 -90	-8%	-$4.29K	0.02%	434
2019 Q3	$56K	Sell	1,160 -768	-40%	-$35.7K	0.02%	424
2019 Q2	$86K	Buy	1,928 +1,826	+1,790%	+$77.8K	0.03%	309
2019 Q1	$4K	Sell	102 -921	-90%	-$37.9K	﹤0.01%	964
2018 Q4	$43K	Buy	+1,023	New	+$50.7K	0.02%	412

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FinTrust Capital Advisors's AVA Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of Avista (AVA) in Q4 2022, closing a stake of 197 shares — an estimated $8K sold.

FinTrust Capital Advisors first reported a position in AVA in Q4 2018 and held it in 16 quarters. The position peaked at $86K in Q2 2019. 289 funds tracked by Wall St. Rank hold AVA as of Q4 2022.

FinTrust Capital Advisors reported no remaining Avista position as of Q4 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 197 Avista shares in Q4 2022, an estimated $8K.
FinTrust Capital Advisors first reported a position in Avista in Q4 2018 and held it in 16 quarters.
FinTrust Capital Advisors's Avista position peaked at $86K in Q2 2019.
289 funds tracked by Wall St. Rank held Avista as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.