IndexIQ Advisors’s Avista AVA Stock Holding History

IndexIQ Advisors’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 Q1	$410K	Buy	+9,079	New	+$400K	0.01%	532
2021 Q1	–	Sell	-4,929	Closed	-$198K	–	1142
2020 Q4	$198K	Buy	4,929 +509	+12%	+$18.7K	0.01%	914
2020 Q3	$151K	Buy	4,420 +240	+6%	+$8.69K	0.01%	838
2020 Q2	$152K	Sell	4,180 -36	-0.9%	-$1.43K	0.01%	787
2020 Q1	$179K	Buy	+4,216	New	+$203K	0.01%	666
2018 Q3	–	Sell	-171,845	Closed	-$9.05M	–	566
2018 Q2	$9.05M	Buy	171,845 +17,759	+12%	+$928K	0.28%	62
2018 Q1	$7.9M	Buy	154,086 +45,894	+42%	+$2.32M	0.25%	63
2017 Q4	$5.57M	Buy	108,192 +45,381	+72%	+$2.35M	0.2%	62
2017 Q3	$3.25M	Buy	+62,811	New	+$3.14M	0.14%	83

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

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

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

WHG

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

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

IndexIQ Advisors's AVA Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Avista (AVA) in Q1 2022: 9,079 shares worth $410K. The stake represents 0.01% of the portfolio and ranks #532 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in AVA as recently as Q4 2020.

IndexIQ Advisors first reported a position in AVA in Q3 2017 and has held it in 9 quarters since. The position peaked at $9.05M in Q2 2018. 275 funds tracked by Wall St. Rank hold AVA as of Q1 2022.

IndexIQ Advisors held 9,079 shares of Avista worth $410K as of Q1 2022.
Avista was a new IndexIQ Advisors position in Q1 2022.
Avista made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #532 holding.
IndexIQ Advisors first reported a position in Avista in Q3 2017 and has held it in 9 quarters since.
IndexIQ Advisors's Avista position peaked at $9.05M in Q2 2018.
275 funds tracked by Wall St. Rank held Avista as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.