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Wealthspire Advisors (Maryland)’s Avista AVA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-188
Closed -$8K – 581
2019
Q1 		$8K Sell
188
-11
-6% -$452 ﹤0.01% 1603
2018
Q4 		$8K Hold
199
– – ﹤0.01% 1533
2018
Q3 		$10K Hold
199
– – ﹤0.01% 1504
2018
Q2 		$10K Hold
199
– – ﹤0.01% 1524
2018
Q1 		$10K Buy
199
+10
+5% +$505 ﹤0.01% 1561
2017
Q4 		$10K Buy
189
+131
+226% +$6.79K ﹤0.01% 1575
2017
Q3 		$3K Sell
58
-53
-48% -$2.65K ﹤0.01% 1893
2017
Q2 		$5K Buy
111
+74
+200% +$3.09K ﹤0.01% 1750
2017
Q1 		$1K Buy
+37
New +$1.45K ﹤0.01% 1767

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AVA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Avista (AVA) in Q2 2019, closing a stake of 188 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in AVA in Q1 2017 and held it in 9 quarters. The position peaked at $10K in Q3 2018. 253 funds tracked by Wall St. Rank hold AVA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Avista position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 188 Avista shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Avista in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Avista position peaked at $10K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held Avista as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.