The Family Firm’s Avista AVA Stock Holding History

The Family Firm’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 Q3	–	Sell	-330	Closed	-$11.4K	–	249
2024 Q2	$11.4K	Buy	+330	New	+$11.8K	﹤0.01%	658

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

The Family Firm's AVA Position: Q3 2024 in Review

The Family Firm sold out of Avista (AVA) in Q3 2024, closing a stake of 330 shares — an estimated $11.4K sold.

The Family Firm first reported a position in AVA in Q2 2024 and held it in 1 quarter. The position peaked at $11.4K in Q2 2024. 330 funds tracked by Wall St. Rank hold AVA as of Q3 2024.

The Family Firm reported no remaining Avista position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 330 Avista shares in Q3 2024, an estimated $11.4K.
The Family Firm first reported a position in Avista in Q2 2024 and held it in 1 quarter.
The Family Firm's Avista position peaked at $11.4K in Q2 2024.
330 funds tracked by Wall St. Rank held Avista as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.