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Jackson Creek Investment Advisors’s Avista AVA Stock Holding History

Jackson Creek Investment 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
2024
Q1 		– Sell
-26,154
Closed -$935K – 303
2023
Q4 		$935K Buy
+26,154
New +$886K 0.36% 149
2021
Q3 		– Sell
-22,956
Closed -$980K – 296
2021
Q2 		$980K Buy
+22,956
New +$1.05M 0.36% 150

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Creek Investment Advisors's AVA Position: Q1 2024 in Review

Jackson Creek Investment Advisors sold out of Avista (AVA) in Q1 2024, closing a stake of 26,154 shares — an estimated $935K sold.

Jackson Creek Investment Advisors first reported a position in AVA in Q2 2021 and held it in 2 quarters. The position peaked at $980K in Q2 2021. 305 funds tracked by Wall St. Rank hold AVA as of Q1 2024.

  • Jackson Creek Investment Advisors reported no remaining Avista position as of Q1 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 26,154 Avista shares in Q1 2024, an estimated $935K.
  • Jackson Creek Investment Advisors first reported a position in Avista in Q2 2021 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Avista position peaked at $980K in Q2 2021.
  • 305 funds tracked by Wall St. Rank held Avista as of Q1 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.