Wealthcare Advisory Partners’s Avista AVA Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-85	Closed	-$4K	–	643
2021 Q1	$4K	Buy	+85	New	+$3.5K	﹤0.01%	1681
2020 Q1	–	Sell	-50	Closed	-$2K	–	1477
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	1238
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1193
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	1171
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	1077
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	1055
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	1056
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	1045
2018 Q1	$3K	Hold	50	–	–	﹤0.01%	896
2017 Q4	$3K	Hold	50	–	–	﹤0.01%	856
2017 Q3	$3K	Buy	+50	New	+$2.5K	﹤0.01%	708

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Wealthcare Advisory Partners's AVA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Avista (AVA) in Q2 2021, closing a stake of 85 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in AVA in Q3 2017 and held it in 11 quarters. The position peaked at $4K in Q1 2021. 255 funds tracked by Wall St. Rank hold AVA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Avista position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 85 Avista shares in Q2 2021, an estimated $4K.
Wealthcare Advisory Partners first reported a position in Avista in Q3 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Avista position peaked at $4K in Q1 2021.
255 funds tracked by Wall St. Rank held Avista as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.