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Sutton Wealth Advisors’s Avista AVA Stock Holding History

Sutton Wealth Advisors’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
-1,174
Closed -$52.1K – 870
2022
Q4 		$52.1K Hold
1,174
– – 0.02% 380
2022
Q3 		$43.5K Sell
1,174
-23
-2% -$962 0.02% 407
2022
Q2 		$52.1K Sell
1,197
-1
-0.1% -$43 0.02% 371
2022
Q1 		$54.1K Buy
1,198
+14
+1% +$617 0.02% 379
2021
Q4 		$50.3K Buy
1,184
+15
+1% +$603 0.02% 411
2021
Q3 		$45.7K Hold
1,169
– – 0.02% 417
2021
Q2 		$49.9K Hold
1,169
– – 0.02% 408
2021
Q1 		$55.8K Hold
1,169
– – 0.02% 366
2020
Q4 		$46.9K Sell
1,169
-56
-5% -$2.06K 0.02% 370
2020
Q3 		$41.8K Buy
1,225
+370
+43% +$13.4K 0.02% 337
2020
Q2 		$31.1K Sell
855
-209
-20% -$8.28K 0.02% 415
2020
Q1 		$45.2K Buy
1,064
+117
+12% +$5.63K 0.03% 288
2019
Q4 		$45.5K Buy
947
+92
+11% +$4.38K 0.02% 332
2019
Q3 		$41.4K Hold
855
– – 0.02% 352
2019
Q2 		$38.1K Hold
855
– – 0.02% 371
2019
Q1 		$34.7K Buy
855
+56
+7% +$2.3K 0.02% 391
2018
Q4 		$33.9K Hold
799
– – 0.02% 360
2018
Q3 		$40.4K Hold
799
– – 0.03% 335
2018
Q2 		$42.1K Hold
799
– – 0.03% 333
2018
Q1 		$40.9K Hold
799
– – 0.03% 327
2017
Q4 		$41.1K Hold
799
– – 0.03% 327
2017
Q3 		$41.4K Hold
799
– – 0.03% 315
2017
Q2 		$33.9K Hold
799
– – 0.03% 352
2017
Q1 		$31.2K Hold
799
– – 0.03% 371
2016
Q4 		$32K Hold
799
– – 0.03% 358
2016
Q3 		$33.4K Hold
799
– – 0.03% 329
2016
Q2 		$35.8K Hold
799
– – 0.03% 298
2016
Q1 		$32.6K Buy
+799
New +$30.1K 0.03% 318

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

Sutton Wealth Advisors's AVA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Avista (AVA) in Q1 2023, closing a stake of 1,174 shares — an estimated $52.1K sold.

Sutton Wealth Advisors first reported a position in AVA in Q1 2016 and held it in 28 quarters. The position peaked at $55.8K in Q1 2021. 269 funds tracked by Wall St. Rank hold AVA as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Avista position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,174 Avista shares in Q1 2023, an estimated $52.1K.
  • Sutton Wealth Advisors first reported a position in Avista in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Avista position peaked at $55.8K in Q1 2021.
  • 269 funds tracked by Wall St. Rank held Avista as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.