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Spire Wealth Management’s Avista AVA Stock Holding History

Spire 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
2023
Q1 		– Sell
-28
Closed -$1K – 2482
2022
Q4 		$1K Buy
+28
New +$1.12K ﹤0.01% 2140
2022
Q1 		– Sell
-25
Closed -$1K – 2525
2021
Q4 		$1K Buy
+25
New +$1.01K ﹤0.01% 2845
2021
Q2 		– Sell
-25
Closed -$1K – 2597
2021
Q1 		$1K Buy
+25
New +$1.03K ﹤0.01% 2919

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
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

Spire Wealth Management's AVA Position: Q1 2023 in Review

Spire Wealth Management sold out of Avista (AVA) in Q1 2023, closing a stake of 28 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in AVA in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 269 funds tracked by Wall St. Rank hold AVA as of Q1 2023.

  • Spire Wealth Management reported no remaining Avista position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 28 Avista shares in Q1 2023, an estimated $1K.
  • Spire Wealth Management first reported a position in Avista in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Avista position peaked at $1K in Q4 2022.
  • 269 funds tracked by Wall St. Rank held Avista as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.