MWM
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Mascoma Wealth Management’s Avista AVA Stock Holding History

Mascoma 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
Closed – – 526
2021
Q3 		$0 Buy
+2
New +$84 ﹤0.01% 443
2021
Q2 		– Sell
-2
Closed – – 125
2021
Q1 		$0 Buy
+2
New +$82 ﹤0.01% 438

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Avista (AVA) in Q4 2021, closing a stake of 2 shares.

Mascoma Wealth Management first reported a position in AVA in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 261 funds tracked by Wall St. Rank hold AVA as of Q4 2021.

  • Mascoma Wealth Management reported no remaining Avista position as of Q4 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 2 Avista shares in Q4 2021.
  • Mascoma Wealth Management first reported a position in Avista in Q1 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's Avista position peaked at $0 in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Avista as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.