Creative Planning Avista Corp Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Avista Corp stock. As of the latest transaction made, Creative Planning holds 10,625 shares of AVA stock, worth $359,975. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,625

Previous 10,512 1.07%

Holding current value

$359,975

Previous $375,000 0.8%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$32.28 - $36.53 $3,647 - $4,127	113 Added 1.07%	10,625 $372,000
Q4 2023 Feb 14, 2024	BUY	$31.07 - $36.3 $621 - $726	20 Added 0.19%	10,512 $375,000
Q3 2023 Nov 16, 2023	SELL	$32.1 - $39.58 $8,153 - $10,053	-254 Reduced 2.36%	10,492 $339,000
Q2 2023 Jul 21, 2023	BUY	$38.42 - $44.69 $5,417 - $6,301	141 Added 1.33%	10,746 $421,000
Q1 2023 May 15, 2023	SELL	$39.42 - $45.1 $313,822 - $359,041	-7,961 Reduced 42.88%	10,605 $450,000

Q4 2022 Feb 10, 2023	SELL	$36.52 - $44.71 $296,323 - $362,776	-8,114 Reduced 30.41%	18,566 $823,000
Q3 2022 Nov 03, 2022	SELL	$37.05 - $44.9 $6,261 - $7,588	-169 Reduced 0.63%	26,680 $988,000
Q1 2022 May 16, 2022	BUY	$42.28 - $46.46 $2,748 - $3,019	65 Added 0.24%	26,849 $1.21 Million
Q4 2021 Feb 11, 2022	SELL	$38.51 - $42.49 $43,246 - $47,716	-1,123 Reduced 4.02%	26,784 $1.14 Million
Q3 2021 Nov 10, 2021	BUY	$39.06 - $44.24 $35,232 - $39,904	902 Added 3.34%	27,907 $1.09 Million
Q2 2021 Aug 04, 2021	SELL	$42.67 - $47.75 $297,409 - $332,817	-6,970 Reduced 20.52%	27,005 $1.15 Million
Q1 2021 Apr 30, 2021	BUY	$37.32 - $48.27 $9,516 - $12,308	255 Added 0.76%	33,975 $1.62 Million
Q4 2020 Jan 29, 2021	BUY	$32.74 - $40.42 $9,396 - $11,600	287 Added 0.86%	33,720 $1.35 Million
Q3 2020 Nov 05, 2020	SELL	$33.36 - $38.26 $645,516 - $740,331	-19,350 Reduced 36.66%	33,433 $1.14 Million
Q1 2020 May 05, 2020	SELL	$33.04 - $52.59 $991 - $1,577	-30 Reduced 0.06%	52,783 $2.24 Million
Q4 2019 Jan 30, 2020	SELL	$46.24 - $49.21 $4,161 - $4,428	-90 Reduced 0.17%	52,813 $2.54 Million
Q3 2019 Nov 01, 2019	SELL	$44.4 - $49.08 $170,806 - $188,810	-3,847 Reduced 6.78%	52,903 $2.56 Million
Q2 2019 Jul 26, 2019	BUY	$40.61 - $44.88 $22,822 - $25,222	562 Added 1.0%	56,750 $2.53 Million
Q4 2018 Feb 01, 2019	SELL	$42.48 - $52.58 $285,465 - $353,337	-6,720 Reduced 10.68%	56,188 $2.39 Million
Q3 2018 Oct 25, 2018	SELL	$50.14 - $52.91 $310,416 - $327,565	-6,191 Reduced 8.96%	62,908 $3.18 Million
Q2 2018 Jul 20, 2018	SELL	$50.91 - $52.82 $123,304 - $127,930	-2,422 Reduced 3.39%	69,099 $3.64 Million
Q1 2018 Apr 18, 2018	BUY	$47.76 - $52.0 $14,519 - $15,808	304 Added 0.43%	71,521 $3.67 Million
Q4 2017 Jan 17, 2018	BUY	$51.25 - $52.35 $722,881 - $738,396	14,105 Added 24.7%	71,217 $3.67 Million
Q3 2017 Oct 17, 2017	BUY	$51.2 - $52.74 $2.92 Million - $3.01 Million	57,112	57,112 $2.96 Million

Others Institutions Holding AVA

# of Institutions

313

Shares Held

64.8M

Call Options Held

34K

Put Options Held

510K

View Full List

About AVISTA CORP

Ticker AVA
Exchange NYSE
Sector Utilities
Industry Utilities—Diversified
Shares Outstandng 72,977,104
Market Cap $2.47B
Description
Avista Corporation, together with its subsidiaries, operates as an electric and natural gas utility company. It operates in two segments, Avista Utilities and AEL&P. The Avista Utilities segment provides electric distribution and transmission, and natural gas distribution services in parts of eastern Washington and northern Idaho; and natura...

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Creative Planning Avista Corp Transaction History