RFA
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Reilly Financial Advisors’s Avista AVA Stock Holding History

Reilly Financial 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
Q3 		– Sell
-57
Closed -$2K – 838
2020
Q2 		$2K Hold
57
– – ﹤0.01% 798
2020
Q1 		$2K Hold
57
– – ﹤0.01% 766
2019
Q4 		$3K Hold
57
– – ﹤0.01% 767
2019
Q3 		$3K Hold
57
– – ﹤0.01% 782
2019
Q2 		$3K Hold
57
– – ﹤0.01% 824
2019
Q1 		$2K Buy
+57
New +$2.34K ﹤0.01% 876

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Reilly Financial Advisors's AVA Position: Q3 2020 in Review

Reilly Financial Advisors sold out of Avista (AVA) in Q3 2020, closing a stake of 57 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in AVA in Q1 2019 and held it in 6 quarters. The position peaked at $3K in Q4 2019. 250 funds tracked by Wall St. Rank hold AVA as of Q3 2020.

  • Reilly Financial Advisors reported no remaining Avista position as of Q3 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 57 Avista shares in Q3 2020, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Avista in Q1 2019 and held it in 6 quarters.
  • Reilly Financial Advisors's Avista position peaked at $3K in Q4 2019.
  • 250 funds tracked by Wall St. Rank held Avista as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.