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Harvest Group Wealth Management’s Avista AVA Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-14
Closed -$1K – 85
2020
Q4 		$1K Sell
14
-3
-18% -$110 ﹤0.01% 423
2020
Q3 		$1K Buy
17
+14
+467% +$507 ﹤0.01% 415
2020
Q2 		$0 Hold
3
– – ﹤0.01% 489
2020
Q1 		$0 Buy
+3
New +$144 ﹤0.01% 516

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Group Wealth Management's AVA Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Avista (AVA) in Q1 2021, closing a stake of 14 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in AVA in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 251 funds tracked by Wall St. Rank hold AVA as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Avista position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 14 Avista shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Avista in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Avista position peaked at $1K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Avista as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.