Ten Capital Wealth Advisors’s Avista AVA Stock Holding History

Ten Capital 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	$295K	Buy	7,512 +71	+1%	+$3.01K	0.09%	100
2023 Q1	$316K	Sell	7,441 -253	-3%	-$10.5K	0.1%	70
2022 Q4	$341K	Sell	7,694 -375	-5%	-$15K	0.14%	54
2022 Q3	$299K	Buy	8,069 +365	+5%	+$15.3K	0.14%	57
2022 Q2	$335K	Buy	7,704 +44	+0.6%	+$1.89K	0.15%	54
2022 Q1	$346K	Buy	7,660 +57	+0.7%	+$2.51K	0.14%	52
2021 Q4	$323K	Sell	7,603 -3,075	-29%	-$124K	0.13%	51
2021 Q3	$418K	Buy	10,678 +1,758	+20%	+$73.6K	0.2%	41
2021 Q2	$381K	Buy	8,920 +83	+0.9%	+$3.81K	0.09%	102
2021 Q1	$422K	Buy	8,837 +77	+0.9%	+$3.17K	0.1%	99
2020 Q4	$352K	Hold	8,760	–	–	0.1%	102
2020 Q3	$299K	Buy	+8,760	New	+$317K	0.1%	91

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

Ten Capital Wealth Advisors's AVA Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Avista (AVA) stake by 0.95% in Q2 2023, buying an estimated $3.01K and bringing the position to 7,512 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #100.

Ten Capital Wealth Advisors first reported a position in AVA in Q3 2020 and has held it in 12 quarters since. The position peaked at $422K in Q1 2021. 262 funds tracked by Wall St. Rank hold AVA as of Q2 2023.

Ten Capital Wealth Advisors held 7,512 shares of Avista worth $295K as of Q2 2023.
Ten Capital Wealth Advisors bought 71 Avista shares in Q2 2023, an estimated $3.01K.
Avista made up 0.09% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #100 holding.
Ten Capital Wealth Advisors first reported a position in Avista in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's Avista position peaked at $422K in Q1 2021.
262 funds tracked by Wall St. Rank held Avista as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.