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OneDigital Investment Advisors’s Avista AVA Stock Holding History

OneDigital 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
2019
Q3 		– Sell
-217
Closed -$10K – 599
2019
Q2 		$10K Hold
217
– – ﹤0.01% 931
2019
Q1 		$9K Hold
217
– – ﹤0.01% 890
2018
Q4 		$9K Hold
217
– – ﹤0.01% 865
2018
Q3 		$11K Hold
217
– – ﹤0.01% 806
2018
Q2 		$11K Sell
217
-200
-48% -$10.4K ﹤0.01% 1011
2018
Q1 		$21K Sell
417
-392
-48% -$19.8K ﹤0.01% 796
2017
Q4 		$51K Sell
809
-1,328
-62% -$68.9K 0.01% 500
2017
Q3 		$111K Sell
2,137
-200
-9% -$10K 0.04% 213
2017
Q2 		$99K Buy
+2,337
New +$97.5K 0.03% 315

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneDigital Investment Advisors's AVA Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Avista (AVA) in Q3 2019, closing a stake of 217 shares — an estimated $10K sold.

OneDigital Investment Advisors first reported a position in AVA in Q2 2017 and held it in 9 quarters. The position peaked at $111K in Q3 2017. 263 funds tracked by Wall St. Rank hold AVA as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Avista position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 217 Avista shares in Q3 2019, an estimated $10K.
  • OneDigital Investment Advisors first reported a position in Avista in Q2 2017 and held it in 9 quarters.
  • OneDigital Investment Advisors's Avista position peaked at $111K in Q3 2017.
  • 263 funds tracked by Wall St. Rank held Avista as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.