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Patriot Financial Group Insurance Agency’s Avista AVA Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-16
Closed -$1K – 1675
2020
Q2 		$1K Sell
16
-4
-20% -$158 ﹤0.01% 1474
2020
Q1 		$1K Hold
20
– – ﹤0.01% 1388
2019
Q4 		$1K Hold
20
– – ﹤0.01% 1166
2019
Q3 		$1K Hold
20
– – ﹤0.01% 1145
2019
Q2 		$1K Hold
20
– – ﹤0.01% 1179
2019
Q1 		$1K Buy
+20
New +$822 ﹤0.01% 1072

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Invesco
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Patriot Financial Group Insurance Agency's AVA Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Avista (AVA) in Q3 2020, closing a stake of 16 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in AVA in Q1 2019 and held it in 6 quarters. The position peaked at $1K in Q2 2020. 250 funds tracked by Wall St. Rank hold AVA as of Q3 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Avista position as of Q3 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 16 Avista shares in Q3 2020, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Avista in Q1 2019 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Avista position peaked at $1K in Q2 2020.
  • 250 funds tracked by Wall St. Rank held Avista as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.