Personal Wealth Partners’s Avista AVA Stock Holding History

Personal Wealth Partners’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 Q1	–	Sell	-3	Closed	–	–	103
2019 Q4	$0	Hold	3	–	–	﹤0.01%	510
2019 Q3	$0	Buy	+3	New	+$139	﹤0.01%	522

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Personal Wealth Partners's AVA Position: Q1 2020 in Review

Personal Wealth Partners sold out of Avista (AVA) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in AVA in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 269 funds tracked by Wall St. Rank hold AVA as of Q1 2020.

Personal Wealth Partners reported no remaining Avista position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 3 Avista shares in Q1 2020.
Personal Wealth Partners first reported a position in Avista in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Avista position peaked at $0 in Q4 2019.
269 funds tracked by Wall St. Rank held Avista as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.