Romano Brothers & Co’s Avista AVA Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-1,763	Closed	-$78.2K	–	345
2022 Q4	$78.2K	Buy	+1,763	New	+$70.6K	0.01%	401

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

WHG

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

Romano Brothers & Co's AVA Position: Q1 2023 in Review

Romano Brothers & Co sold out of Avista (AVA) in Q1 2023, closing a stake of 1,763 shares — an estimated $78.2K sold.

Romano Brothers & Co first reported a position in AVA in Q4 2022 and held it in 1 quarter. The position peaked at $78.2K in Q4 2022. 269 funds tracked by Wall St. Rank hold AVA as of Q1 2023.

Romano Brothers & Co reported no remaining Avista position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 1,763 Avista shares in Q1 2023, an estimated $78.2K.
Romano Brothers & Co first reported a position in Avista in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Avista position peaked at $78.2K in Q4 2022.
269 funds tracked by Wall St. Rank held Avista as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.