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Wilbanks Smith & Thomas Asset Management’s Avista AVA Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-1,217
Closed -$62K – 421
2018
Q3 		$62K Buy
+1,217
New +$62.2K ﹤0.01% 637

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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's AVA Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Avista (AVA) in Q4 2018, closing a stake of 1,217 shares — an estimated $62K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in AVA in Q3 2018 and held it in 1 quarter. The position peaked at $62K in Q3 2018. 251 funds tracked by Wall St. Rank hold AVA as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Avista position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,217 Avista shares in Q4 2018, an estimated $62K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Avista in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Avista position peaked at $62K in Q3 2018.
  • 251 funds tracked by Wall St. Rank held Avista as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.