Global Wealth Management Investment Advisory’s Avista AVA Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-225	Closed	-$8.04K	–	164
2023 Q4	$8.04K	Hold	225	–	–	﹤0.01%	302
2023 Q3	$7.28K	Sell	225 -161	-42%	-$5.75K	﹤0.01%	307
2023 Q2	$15.2K	Buy	+386	New	+$16.4K	﹤0.01%	269
2022 Q3	–	Sell	-225	Closed	-$10K	–	164
2022 Q2	$10K	Hold	225	–	–	﹤0.01%	282
2022 Q1	$10K	Hold	225	–	–	﹤0.01%	316
2021 Q4	$10K	Hold	225	–	–	﹤0.01%	308
2021 Q3	$9K	Hold	225	–	–	﹤0.01%	323
2021 Q2	$10K	Hold	225	–	–	﹤0.01%	293
2021 Q1	$11K	Hold	225	–	–	﹤0.01%	300
2020 Q4	$9K	Hold	225	–	–	﹤0.01%	290
2020 Q3	$8K	Hold	225	–	–	﹤0.01%	289
2020 Q2	$8K	Hold	225	–	–	﹤0.01%	371
2020 Q1	$10K	Hold	225	–	–	0.01%	331
2019 Q4	$11K	Buy	+225	New	+$10.7K	﹤0.01%	340

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

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

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

WHG

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's AVA Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Avista (AVA) in Q1 2024, closing a stake of 225 shares — an estimated $8.04K sold.

Global Wealth Management Investment Advisory first reported a position in AVA in Q4 2019 and held it in 14 quarters. The position peaked at $15.2K in Q2 2023. 305 funds tracked by Wall St. Rank hold AVA as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Avista position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 225 Avista shares in Q1 2024, an estimated $8.04K.
Global Wealth Management Investment Advisory first reported a position in Avista in Q4 2019 and held it in 14 quarters.
Global Wealth Management Investment Advisory's Avista position peaked at $15.2K in Q2 2023.
305 funds tracked by Wall St. Rank held Avista as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.