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Hillsdale Investment Management’s Avista AVA Stock Holding History

Hillsdale Investment 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
2022
Q4 		– Sell
-18,100
Closed -$671K – 556
2022
Q3 		$671K Buy
+18,100
New +$757K 0.06% 251
2020
Q3 		– Sell
-19,300
Closed -$702K – 575
2020
Q2 		$702K Buy
19,300
+4,700
+32% +$186K 0.06% 267
2020
Q1 		$620K Buy
+14,600
New +$703K 0.07% 246

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's AVA Position: Q4 2022 in Review

Hillsdale Investment Management sold out of Avista (AVA) in Q4 2022, closing a stake of 18,100 shares — an estimated $671K sold.

Hillsdale Investment Management first reported a position in AVA in Q1 2020 and held it in 3 quarters. The position peaked at $702K in Q2 2020. 289 funds tracked by Wall St. Rank hold AVA as of Q4 2022.

  • Hillsdale Investment Management reported no remaining Avista position as of Q4 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 18,100 Avista shares in Q4 2022, an estimated $671K.
  • Hillsdale Investment Management first reported a position in Avista in Q1 2020 and held it in 3 quarters.
  • Hillsdale Investment Management's Avista position peaked at $702K in Q2 2020.
  • 289 funds tracked by Wall St. Rank held Avista as of Q4 2022.

Based on Hillsdale Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.