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Foundations Investment Advisors’s Avista AVA Stock Holding History

Foundations Investment 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
2024
Q2 		– Sell
-7,580
Closed -$265K – 754
2024
Q1 		$265K Sell
7,580
-456
-6% -$15.5K 0.01% 605
2023
Q4 		$277K Buy
8,036
+442
+6% +$15K 0.01% 569
2023
Q3 		$246K Hold
7,594
– – 0.01% 557
2023
Q2 		$298K Buy
+7,594
New +$322K 0.01% 473

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Foundations Investment Advisors's AVA Position: Q2 2024 in Review

Foundations Investment Advisors sold out of Avista (AVA) in Q2 2024, closing a stake of 7,580 shares — an estimated $265K sold.

Foundations Investment Advisors first reported a position in AVA in Q2 2023 and held it in 4 quarters. The position peaked at $298K in Q2 2023. 315 funds tracked by Wall St. Rank hold AVA as of Q2 2024.

  • Foundations Investment Advisors reported no remaining Avista position as of Q2 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,580 Avista shares in Q2 2024, an estimated $265K.
  • Foundations Investment Advisors first reported a position in Avista in Q2 2023 and held it in 4 quarters.
  • Foundations Investment Advisors's Avista position peaked at $298K in Q2 2023.
  • 315 funds tracked by Wall St. Rank held Avista as of Q2 2024.

Based on Foundations Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.