TCI Wealth Advisors’s Avista AVA Stock Holding History

TCI 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 Q2	–	Sell	-483	Closed	-$20.5K	–	373
2023 Q1	$20.5K	Hold	483	–	–	﹤0.01%	692
2022 Q4	$21.4K	Buy	483 +64	+15%	+$2.56K	﹤0.01%	674
2022 Q3	$16K	Buy	419 +3	+0.7%	+$126	﹤0.01%	751
2022 Q2	$18K	Sell	416 -68	-14%	-$2.92K	﹤0.01%	679
2022 Q1	$22K	Buy	484 +68	+16%	+$3K	﹤0.01%	646
2021 Q4	$18K	Hold	416	–	–	﹤0.01%	753
2021 Q3	$16K	Buy	416 +67	+19%	+$2.81K	﹤0.01%	775
2021 Q2	$15K	Hold	349	–	–	﹤0.01%	700
2021 Q1	$17K	Buy	349 +251	+256%	+$10.3K	0.01%	623
2020 Q4	$4K	Buy	98 +79	+416%	+$2.9K	﹤0.01%	934
2020 Q3	$1K	Sell	19 -57	-75%	-$2.06K	﹤0.01%	1268
2020 Q2	$3K	Buy	76 +5	+7%	+$198	﹤0.01%	868
2020 Q1	$3K	Buy	+71	New	+$3.42K	﹤0.01%	833

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WHG

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's AVA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Avista (AVA) in Q2 2023, closing a stake of 483 shares — an estimated $20.5K sold.

TCI Wealth Advisors first reported a position in AVA in Q1 2020 and held it in 13 quarters. The position peaked at $22K in Q1 2022. 262 funds tracked by Wall St. Rank hold AVA as of Q2 2023.

TCI Wealth Advisors reported no remaining Avista position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 483 Avista shares in Q2 2023, an estimated $20.5K.
TCI Wealth Advisors first reported a position in Avista in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Avista position peaked at $22K in Q1 2022.
262 funds tracked by Wall St. Rank held Avista as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.