Psagot Value Holdings’s Avista AVA Stock Holding History

Psagot Value Holdings’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 Q3	–	Sell	-4	Closed	–	–	511
2023 Q2	$0	Buy	+4	New	+$170	﹤0.01%	538

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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Psagot Value Holdings's AVA Position: Q3 2023 in Review

Psagot Value Holdings sold out of Avista (AVA) in Q3 2023, closing a stake of 4 shares.

Psagot Value Holdings first reported a position in AVA in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 266 funds tracked by Wall St. Rank hold AVA as of Q3 2023.

Psagot Value Holdings reported no remaining Avista position as of Q3 2023 after selling out during the quarter.
Psagot Value Holdings sold 4 Avista shares in Q3 2023.
Psagot Value Holdings first reported a position in Avista in Q2 2023 and held it in 1 quarter.
Psagot Value Holdings's Avista position peaked at $0 in Q2 2023.
266 funds tracked by Wall St. Rank held Avista as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.