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Sandy Spring Bank’s Avista AVA Stock Holding History

Sandy Spring Bank’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
Q4 		– Sell
-30
Closed -$1K – 966
2020
Q3 		$1K Buy
+30
New +$1.09K ﹤0.01% 825
2016
Q3 		– Sell
-139
Closed -$6K – 832
2016
Q2 		$6K Hold
139
– – ﹤0.01% 741
2016
Q1 		$6K Sell
139
-395
-74% -$14.9K ﹤0.01% 766
2015
Q4 		$19K Hold
534
– – ﹤0.01% 561
2015
Q3 		$18K Hold
534
– – ﹤0.01% 576
2015
Q2 		$16K Hold
534
– – ﹤0.01% 614
2015
Q1 		$18K Buy
+534
New +$18.6K ﹤0.01% 597

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Sandy Spring Bank's AVA Position: Q4 2020 in Review

Sandy Spring Bank sold out of Avista (AVA) in Q4 2020, closing a stake of 30 shares — an estimated $1K sold.

Sandy Spring Bank first reported a position in AVA in Q1 2015 and held it in 7 quarters. The position peaked at $19K in Q4 2015. 237 funds tracked by Wall St. Rank hold AVA as of Q4 2020.

  • Sandy Spring Bank reported no remaining Avista position as of Q4 2020 after selling out during the quarter.
  • Sandy Spring Bank sold 30 Avista shares in Q4 2020, an estimated $1K.
  • Sandy Spring Bank first reported a position in Avista in Q1 2015 and held it in 7 quarters.
  • Sandy Spring Bank's Avista position peaked at $19K in Q4 2015.
  • 237 funds tracked by Wall St. Rank held Avista as of Q4 2020.

Based on Sandy Spring Bank's 13F filing for Q4 2020, filed 3 Feb 2021.