ZIM
AVA icon

Zacks Investment Management’s Avista AVA Stock Holding History

Zacks Investment 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
2023
Q3 		– Sell
-6,269
Closed -$246K – 610
2023
Q2 		$246K Buy
+6,269
New +$266K ﹤0.01% 564

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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zacks Investment Management's AVA Position: Q3 2023 in Review

Zacks Investment Management sold out of Avista (AVA) in Q3 2023, closing a stake of 6,269 shares — an estimated $246K sold.

Zacks Investment Management first reported a position in AVA in Q2 2023 and held it in 1 quarter. The position peaked at $246K in Q2 2023. 266 funds tracked by Wall St. Rank hold AVA as of Q3 2023.

  • Zacks Investment Management reported no remaining Avista position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 6,269 Avista shares in Q3 2023, an estimated $246K.
  • Zacks Investment Management first reported a position in Avista in Q2 2023 and held it in 1 quarter.
  • Zacks Investment Management's Avista position peaked at $246K in Q2 2023.
  • 266 funds tracked by Wall St. Rank held Avista as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.