Summit Wealth Group’s Avista AVA Stock Holding History

Summit Wealth Group’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
2021 Q3	–	Sell	-125	Closed	-$5K	–	56
2021 Q2	$5K	Hold	125	–	–	0.01%	127
2021 Q1	$6K	Buy	+125	New	+$5.15K	0.01%	115

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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

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

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

Summit Wealth Group's AVA Position: Q3 2021 in Review

Summit Wealth Group sold out of Avista (AVA) in Q3 2021, closing a stake of 125 shares — an estimated $5K sold.

Summit Wealth Group first reported a position in AVA in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 255 funds tracked by Wall St. Rank hold AVA as of Q3 2021.

Summit Wealth Group reported no remaining Avista position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 125 Avista shares in Q3 2021, an estimated $5K.
Summit Wealth Group first reported a position in Avista in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Avista position peaked at $6K in Q1 2021.
255 funds tracked by Wall St. Rank held Avista as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.