Liberty Wealth Management’s Avista AVA Stock Holding History

Liberty 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
2021 Q4	–	Sell	-2,961	Closed	-$116K	–	235
2021 Q3	$116K	Hold	2,961	–	–	0.04%	261
2021 Q2	$126K	Hold	2,961	–	–	0.05%	186
2021 Q1	$112K	Hold	2,961	–	–	0.05%	165
2020 Q4	$112K	Hold	2,961	–	–	0.05%	163
2020 Q3	$101K	Hold	2,961	–	–	0.06%	156
2020 Q2	$108K	Hold	2,961	–	–	0.08%	140
2020 Q1	$126K	Hold	2,961	–	–	0.11%	118
2019 Q4	$142K	Sell	2,961 -200	-6%	-$9.53K	0.11%	123
2019 Q3	$153K	Hold	3,161	–	–	0.14%	109
2019 Q2	$141K	Hold	3,161	–	–	0.12%	133
2019 Q1	$128K	Hold	3,161	–	–	0.1%	116
2018 Q4	$134K	Buy	+3,161	New	+$157K	0.1%	110

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Liberty Wealth Management's AVA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Avista (AVA) in Q4 2021, closing a stake of 2,961 shares — an estimated $116K sold.

Liberty Wealth Management first reported a position in AVA in Q4 2018 and held it in 12 quarters. The position peaked at $153K in Q3 2019. 261 funds tracked by Wall St. Rank hold AVA as of Q4 2021.

Liberty Wealth Management reported no remaining Avista position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 2,961 Avista shares in Q4 2021, an estimated $116K.
Liberty Wealth Management first reported a position in Avista in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Avista position peaked at $153K in Q3 2019.
261 funds tracked by Wall St. Rank held Avista as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.