West Financial Advisors’s Avista AVA Stock Holding History

West Financial Advisors’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
2022 Q2	–	Sell	-283	Closed	-$13K	–	165
2022 Q1	$13K	Hold	283	–	–	﹤0.01%	131
2021 Q4	$12K	Buy	+283	New	+$11.4K	﹤0.01%	147

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Financial Advisors's AVA Position: Q2 2022 in Review

West Financial Advisors sold out of Avista (AVA) in Q2 2022, closing a stake of 283 shares — an estimated $13K sold.

West Financial Advisors first reported a position in AVA in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 273 funds tracked by Wall St. Rank hold AVA as of Q2 2022.

West Financial Advisors reported no remaining Avista position as of Q2 2022 after selling out during the quarter.
West Financial Advisors sold 283 Avista shares in Q2 2022, an estimated $13K.
West Financial Advisors first reported a position in Avista in Q4 2021 and held it in 2 quarters.
West Financial Advisors's Avista position peaked at $13K in Q1 2022.
273 funds tracked by Wall St. Rank held Avista as of Q2 2022.

Based on West Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.