First Command Financial Services’s Avista AVA Stock Holding History

First Command Financial Services’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 Q3	–	Sell	-15	Closed	-$1K	–	399
2022 Q2	$1K	Buy	+15	New	+$645	﹤0.01%	396
2020 Q3	–	Sell	-104	Closed	-$4K	–	331
2020 Q2	$4K	Hold	104	–	–	﹤0.01%	281
2020 Q1	$4K	Hold	104	–	–	﹤0.01%	300
2019 Q4	$5K	Hold	104	–	–	﹤0.01%	337
2019 Q3	$5K	Hold	104	–	–	﹤0.01%	346
2019 Q2	$5K	Hold	104	–	–	﹤0.01%	363
2019 Q1	$4K	Buy	+104	New	+$4.28K	﹤0.01%	376

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

First Command Financial Services's AVA Position: Q3 2022 in Review

First Command Financial Services sold out of Avista (AVA) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

First Command Financial Services first reported a position in AVA in Q1 2019 and held it in 7 quarters. The position peaked at $5K in Q4 2019. 279 funds tracked by Wall St. Rank hold AVA as of Q3 2022.

First Command Financial Services reported no remaining Avista position as of Q3 2022 after selling out during the quarter.
First Command Financial Services sold 15 Avista shares in Q3 2022, an estimated $1K.
First Command Financial Services first reported a position in Avista in Q1 2019 and held it in 7 quarters.
First Command Financial Services's Avista position peaked at $5K in Q4 2019.
279 funds tracked by Wall St. Rank held Avista as of Q3 2022.

Based on First Command Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.