J.W. Cole Advisors’s Avista AVA Stock Holding History

J.W. Cole 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
2020 Q4	–	Sell	-7,027	Closed	-$240K	–	649
2020 Q3	$240K	Buy	+7,027	New	+$255K	0.02%	614

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

J.W. Cole Advisors's AVA Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Avista (AVA) in Q4 2020, closing a stake of 7,027 shares — an estimated $240K sold.

J.W. Cole Advisors first reported a position in AVA in Q3 2020 and held it in 1 quarter. The position peaked at $240K in Q3 2020. 237 funds tracked by Wall St. Rank hold AVA as of Q4 2020.

J.W. Cole Advisors reported no remaining Avista position as of Q4 2020 after selling out during the quarter.
J.W. Cole Advisors sold 7,027 Avista shares in Q4 2020, an estimated $240K.
J.W. Cole Advisors first reported a position in Avista in Q3 2020 and held it in 1 quarter.
J.W. Cole Advisors's Avista position peaked at $240K in Q3 2020.
237 funds tracked by Wall St. Rank held Avista as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.