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First Capital Advisors Group’s Avista AVA Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$3.57K Buy
+91
New +$3.86K ﹤0.01% 702
2018
Q2 		– Sell
-18
Closed -$1K – 213
2018
Q1 		$1K Buy
+18
New +$909 ﹤0.01% 769

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Capital Advisors Group's AVA Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Avista (AVA) in Q2 2023: 91 shares worth $3.57K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in AVA as recently as Q1 2018.

First Capital Advisors Group first reported a position in AVA in Q1 2018 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold AVA as of Q2 2023.

  • First Capital Advisors Group held 91 shares of Avista worth $3.57K as of Q2 2023.
  • Avista was a new First Capital Advisors Group position in Q2 2023.
  • Avista made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #702 holding.
  • First Capital Advisors Group first reported a position in Avista in Q1 2018 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held Avista as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.