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Paces Ferry Wealth Advisors’s Avista AVA Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-16
Closed -$1K – 199
2020
Q3 		$1K Buy
+16
New +$580 ﹤0.01% 765

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
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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Paces Ferry Wealth Advisors's AVA Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Avista (AVA) in Q4 2020, closing a stake of 16 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in AVA in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 237 funds tracked by Wall St. Rank hold AVA as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Avista position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 16 Avista shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Avista in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Avista position peaked at $1K in Q3 2020.
  • 237 funds tracked by Wall St. Rank held Avista as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.