FORA Capital’s Avista AVA Stock Holding History

FORA Capital’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
2021 Q3	–	Sell	-1,749	Closed	-$75K	–	388
2021 Q2	$75K	Buy	+1,749	New	+$80.2K	0.01%	649
2020 Q1	–	Sell	-5,894	Closed	-$283K	–	1029
2019 Q4	$283K	Buy	+5,894	New	+$281K	0.03%	535

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

FORA Capital's AVA Position: Q3 2021 in Review

FORA Capital sold out of Avista (AVA) in Q3 2021, closing a stake of 1,749 shares — an estimated $75K sold.

FORA Capital first reported a position in AVA in Q4 2019 and held it in 2 quarters. The position peaked at $283K in Q4 2019. 255 funds tracked by Wall St. Rank hold AVA as of Q3 2021.

FORA Capital reported no remaining Avista position as of Q3 2021 after selling out during the quarter.
FORA Capital sold 1,749 Avista shares in Q3 2021, an estimated $75K.
FORA Capital first reported a position in Avista in Q4 2019 and held it in 2 quarters.
FORA Capital's Avista position peaked at $283K in Q4 2019.
255 funds tracked by Wall St. Rank held Avista as of Q3 2021.

Based on FORA Capital's 13F filing for Q3 2021, filed 15 Nov 2021.