SeaCrest Wealth Management’s Avista AVA Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-1,900	Closed	-$83K	–	689
2022 Q2	$83K	Buy	+1,900	New	+$81.7K	0.01%	928
2019 Q2	–	Sell	-1,325	Closed	-$54K	–	614
2019 Q1	$54K	Hold	1,325	–	–	0.01%	910
2018 Q4	$56K	Sell	1,325 -500	-27%	-$24.8K	0.01%	855
2018 Q3	$92K	Hold	1,825	–	–	0.02%	771
2018 Q2	$96K	Hold	1,825	–	–	0.02%	732
2018 Q1	$94K	Hold	1,825	–	–	0.02%	722
2017 Q4	$94K	Buy	+1,825	New	+$94.7K	0.02%	733

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

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

WHG

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

SeaCrest Wealth Management's AVA Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Avista (AVA) in Q3 2022, closing a stake of 1,900 shares — an estimated $83K sold.

SeaCrest Wealth Management first reported a position in AVA in Q4 2017 and held it in 7 quarters. The position peaked at $96K in Q2 2018. 279 funds tracked by Wall St. Rank hold AVA as of Q3 2022.

SeaCrest Wealth Management reported no remaining Avista position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,900 Avista shares in Q3 2022, an estimated $83K.
SeaCrest Wealth Management first reported a position in Avista in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Avista position peaked at $96K in Q2 2018.
279 funds tracked by Wall St. Rank held Avista as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.