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Toth Financial Advisory’s Avista AVA Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-300
Closed -$11.8K – 763
2023
Q2 		$11.8K Buy
+300
New +$12.7K ﹤0.01% 447

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Ameriprise
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Toth Financial Advisory's AVA Position: Q3 2023 in Review

Toth Financial Advisory sold out of Avista (AVA) in Q3 2023, closing a stake of 300 shares — an estimated $11.8K sold.

Toth Financial Advisory first reported a position in AVA in Q2 2023 and held it in 1 quarter. The position peaked at $11.8K in Q2 2023. 266 funds tracked by Wall St. Rank hold AVA as of Q3 2023.

  • Toth Financial Advisory reported no remaining Avista position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 300 Avista shares in Q3 2023, an estimated $11.8K.
  • Toth Financial Advisory first reported a position in Avista in Q2 2023 and held it in 1 quarter.
  • Toth Financial Advisory's Avista position peaked at $11.8K in Q2 2023.
  • 266 funds tracked by Wall St. Rank held Avista as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.