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Washington Trust Bank’s Avista AVA Stock Holding History

Washington Trust Bank’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
Q4 		– Sell
-6,352
Closed -$246K – 212
2024
Q3 		$246K Buy
+6,352
New +$240K 0.02% 192
2019
Q2 		– Sell
-2,199
Closed -$89K – 220
2019
Q1 		$89K Sell
2,199
-813
-27% -$33.4K 0.01% 272
2018
Q4 		$128K Sell
3,012
-812
-21% -$40.2K 0.02% 237
2018
Q3 		$194K Hold
3,824
– – 0.03% 215
2018
Q2 		$201K Sell
3,824
-2,000
-34% -$104K 0.03% 216
2018
Q1 		$298K Buy
5,824
+2,000
+52% +$101K 0.04% 182
2017
Q4 		$197K Hold
3,824
– – 0.03% 225
2017
Q3 		$198K Buy
3,824
+992
+35% +$49.6K 0.03% 211
2017
Q2 		$120K Hold
2,832
– – 0.03% 256
2017
Q1 		$111K Sell
2,832
-1,142
-29% -$44.8K 0.02% 268
2016
Q4 		$159K Sell
3,974
-38
-0.9% -$1.54K 0.04% 220
2016
Q3 		$168K Buy
4,012
+38
+1% +$1.62K 0.04% 198
2016
Q2 		$178K Hold
3,974
– – 0.05% 183
2016
Q1 		$162K Hold
3,974
– – 0.04% 195
2015
Q4 		$141K Sell
3,974
-2,220
-36% -$76K 0.03% 234
2015
Q3 		$206K Sell
6,194
-200
-3% -$6.39K 0.05% 185
2015
Q2 		$196K Buy
6,394
+200
+3% +$6.45K 0.05% 189
2015
Q1 		$212K Sell
6,194
-300
-5% -$10.5K 0.05% 192
2014
Q4 		$230K Buy
6,494
+85
+1% +$2.9K 0.06% 200
2014
Q3 		$196K Buy
6,409
+35
+0.5% +$1.12K 0.06% 224
2014
Q2 		$214K Sell
6,374
-1,000
-14% -$31.7K 0.04% 218
2014
Q1 		$226K Buy
+7,374
New +$214K 0.05% 202

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Washington Trust Bank's AVA Position: Q4 2024 in Review

Washington Trust Bank sold out of Avista (AVA) in Q4 2024, closing a stake of 6,352 shares — an estimated $246K sold.

Washington Trust Bank first reported a position in AVA in Q1 2014 and held it in 22 quarters. The position peaked at $298K in Q1 2018. 332 funds tracked by Wall St. Rank hold AVA as of Q4 2024.

  • Washington Trust Bank reported no remaining Avista position as of Q4 2024 after selling out during the quarter.
  • Washington Trust Bank sold 6,352 Avista shares in Q4 2024, an estimated $246K.
  • Washington Trust Bank first reported a position in Avista in Q1 2014 and held it in 22 quarters.
  • Washington Trust Bank's Avista position peaked at $298K in Q1 2018.
  • 332 funds tracked by Wall St. Rank held Avista as of Q4 2024.

Based on Washington Trust Bank's 13F filing for Q4 2024, filed 11 Feb 2025.