Prestige Wealth Management Group’s Avista AVA Stock Holding History

Prestige Wealth Management Group’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
2023 Q4	–	Sell	-20	Closed	-$648	–	1028
2023 Q3	$648	Hold	20	–	–	﹤0.01%	932
2023 Q2	$786	Hold	20	–	–	﹤0.01%	934
2023 Q1	$849	Hold	20	–	–	﹤0.01%	912
2022 Q4	$887	Hold	20	–	–	﹤0.01%	995
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	807
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	822
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	841
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	865
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	859
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	855
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	851
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	819
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	737
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	736
2020 Q1	$1K	Buy	+20	New	+$962	﹤0.01%	713
2019 Q1	–	Sell	-20	Closed	-$1K	–	543
2018 Q4	$1K	Buy	+20	New	+$991	﹤0.01%	948

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

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Prestige Wealth Management Group's AVA Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of Avista (AVA) in Q4 2023, closing a stake of 20 shares — an estimated $648 sold.

Prestige Wealth Management Group first reported a position in AVA in Q4 2018 and held it in 16 quarters. The position peaked at $1K in Q3 2022. 288 funds tracked by Wall St. Rank hold AVA as of Q4 2023.

Prestige Wealth Management Group reported no remaining Avista position as of Q4 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 20 Avista shares in Q4 2023, an estimated $648.
Prestige Wealth Management Group first reported a position in Avista in Q4 2018 and held it in 16 quarters.
Prestige Wealth Management Group's Avista position peaked at $1K in Q3 2022.
288 funds tracked by Wall St. Rank held Avista as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.