Wipfli Financial Advisors’s Avista AVA Stock Holding History

Wipfli 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 Q3	$5K	Buy	+148	New	+$6.19K	﹤0.01%	2062

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wipfli Financial Advisors's AVA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Avista (AVA) in Q3 2022: 148 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2062 among its holdings.

279 funds tracked by Wall St. Rank hold AVA as of Q3 2022.

Wipfli Financial Advisors held 148 shares of Avista worth $5K as of Q3 2022.
Avista was a new Wipfli Financial Advisors position in Q3 2022.
Avista made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2062 holding.
279 funds tracked by Wall St. Rank held Avista as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.