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Sugarloaf Wealth Management’s Avista AVA Stock Holding History

Sugarloaf 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
2024
Q2 		– Sell
-41
Closed -$1.44K – 665
2024
Q1 		$1.44K Buy
+41
New +$1.4K ﹤0.01% 609

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sugarloaf Wealth Management's AVA Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of Avista (AVA) in Q2 2024, closing a stake of 41 shares — an estimated $1.44K sold.

Sugarloaf Wealth Management first reported a position in AVA in Q1 2024 and held it in 1 quarter. The position peaked at $1.44K in Q1 2024. 315 funds tracked by Wall St. Rank hold AVA as of Q2 2024.

  • Sugarloaf Wealth Management reported no remaining Avista position as of Q2 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 41 Avista shares in Q2 2024, an estimated $1.44K.
  • Sugarloaf Wealth Management first reported a position in Avista in Q1 2024 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Avista position peaked at $1.44K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held Avista as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.