Great Diamond Partners’s Avista AVA Stock Holding History

Great Diamond Partners’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
2020 Q1	–	Sell	-489	Closed	-$23K	–	154
2019 Q4	$23K	Buy	+489	New	+$23.3K	0.01%	427

Other funds holding AVA

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Great Diamond Partners's AVA Position: Q1 2020 in Review

Great Diamond Partners sold out of Avista (AVA) in Q1 2020, closing a stake of 489 shares — an estimated $23K sold.

Great Diamond Partners first reported a position in AVA in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 269 funds tracked by Wall St. Rank hold AVA as of Q1 2020.

Great Diamond Partners reported no remaining Avista position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 489 Avista shares in Q1 2020, an estimated $23K.
Great Diamond Partners first reported a position in Avista in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Avista position peaked at $23K in Q4 2019.
269 funds tracked by Wall St. Rank held Avista as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.