WCM
AVA icon

Weld Capital Management’s Avista AVA Stock Holding History

Weld Capital Management’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
2020
Q2 		– Sell
-24,768
Closed -$1.05M – 467
2020
Q1 		$1.05M Buy
+24,768
New +$1.19M 0.54% 42
2019
Q3 		– Sell
-53,442
Closed -$2.38M – 764
2019
Q2 		$2.38M Buy
+53,442
New +$2.28M 0.44% 27

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State Street
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Renaissance Technologies
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
First Trust Advisors
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Dimensional Fund Advisors
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return