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Laffer Tengler Investments’s Avista AVA Stock Holding History

Laffer Tengler Investments’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
2023
Q4 		– Sell
-300
Closed -$9.71K – 417
2023
Q3 		$9.71K Buy
+300
New +$10.7K ﹤0.01% 280

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Laffer Tengler Investments's AVA Position: Q4 2023 in Review

Laffer Tengler Investments sold out of Avista (AVA) in Q4 2023, closing a stake of 300 shares — an estimated $9.71K sold.

Laffer Tengler Investments first reported a position in AVA in Q3 2023 and held it in 1 quarter. The position peaked at $9.71K in Q3 2023. 288 funds tracked by Wall St. Rank hold AVA as of Q4 2023.

  • Laffer Tengler Investments reported no remaining Avista position as of Q4 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 300 Avista shares in Q4 2023, an estimated $9.71K.
  • Laffer Tengler Investments first reported a position in Avista in Q3 2023 and held it in 1 quarter.
  • Laffer Tengler Investments's Avista position peaked at $9.71K in Q3 2023.
  • 288 funds tracked by Wall St. Rank held Avista as of Q4 2023.

Based on Laffer Tengler Investments's 13F filing for Q4 2023, filed 8 Feb 2024.