GI
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Gradient Investments’s Avista AVA Stock Holding History

Gradient Investments’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
-332
Closed -$11.9K – 1281
2023
Q4 		$11.9K Hold
332
– – ﹤0.01% 806
2023
Q3 		$10.7K Hold
332
– – ﹤0.01% 797
2023
Q2 		$13K Hold
332
– – ﹤0.01% 763
2023
Q1 		$14.1K Hold
332
– – ﹤0.01% 736
2022
Q4 		$14.7K Hold
332
– – ﹤0.01% 742
2022
Q3 		$12K Hold
332
– – ﹤0.01% 759
2022
Q2 		$14K Hold
332
– – ﹤0.01% 706
2022
Q1 		$15K Buy
+332
New +$14.6K ﹤0.01% 697

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
Hotchkis & Wiley Capital Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's AVA Position: Q1 2024 in Review

Gradient Investments sold out of Avista (AVA) in Q1 2024, closing a stake of 332 shares — an estimated $11.9K sold.

Gradient Investments first reported a position in AVA in Q1 2022 and held it in 8 quarters. The position peaked at $15K in Q1 2022. 305 funds tracked by Wall St. Rank hold AVA as of Q1 2024.

  • Gradient Investments reported no remaining Avista position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 332 Avista shares in Q1 2024, an estimated $11.9K.
  • Gradient Investments first reported a position in Avista in Q1 2022 and held it in 8 quarters.
  • Gradient Investments's Avista position peaked at $15K in Q1 2022.
  • 305 funds tracked by Wall St. Rank held Avista as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.