LNWWM
AVA icon

Laird Norton Wetherby Wealth Management’s Avista AVA Stock Holding History

Laird Norton Wetherby Wealth 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
2018
Q3 		– Sell
-3,996
Closed -$211K – 671
2018
Q2 		$211K Sell
3,996
-2
-0.1% -$104 0.03% 590
2018
Q1 		$205K Buy
+3,998
New +$202K 0.03% 601

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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AVA Position: Q3 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Avista (AVA) in Q3 2018, closing a stake of 3,996 shares — an estimated $211K sold.

Laird Norton Wetherby Wealth Management first reported a position in AVA in Q1 2018 and held it in 2 quarters. The position peaked at $211K in Q2 2018. 237 funds tracked by Wall St. Rank hold AVA as of Q3 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining Avista position as of Q3 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 3,996 Avista shares in Q3 2018, an estimated $211K.
  • Laird Norton Wetherby Wealth Management first reported a position in Avista in Q1 2018 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's Avista position peaked at $211K in Q2 2018.
  • 237 funds tracked by Wall St. Rank held Avista as of Q3 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.