Current Value of Holding

$7.74 Million

Shares

202 Thousand

% of Portfolio

3.36%

Average Buy Price

$32.4

Avg closing price
Price range

8 Robert Bruce Avista Trades

Robert Bruce acquired 202 Thousand Avista shares worth $7.74 Million. That's 3.36% of their equity portfolio (10th largest holding). Robert Bruce started to build up the position in Avista in Q3 2014 and continued to invest until Q4 2015. Since then they sold 59.5 Thousand shares. The stake costed the investor $6.53 Million, netting the investor a gain of 19% so far.

Avg closing price
Price range
Sold 1.7% shares (-3.5 Thousand shares) Q3 2023
Avg closing price $35.72
Price range $32.10 - $39.58
Sold 1.7% shares (-3.5 Thousand shares) Q3 2021
Avg closing price $41.88
Price range $39.06 - $44.24
Sold 18.1% shares (-46 Thousand shares) Q2 2019
Avg closing price $42.59
Price range $40.61 - $44.88
Sold 2.5% shares (-6.5 Thousand shares) Q4 2018
Avg closing price $49.55
Price range $42.48 - $52.58
Increased shares by 16.0% (+36 Thousand shares) Q4 2015
Avg closing price $34.25
Price range $32.86 - $36.06
Increased shares by 32.4% (+55 Thousand shares) Q3 2015
Avg closing price $31.94
Price range $29.93 - $33.99
Increased shares by 750.0% (+150 Thousand shares) Q2 2015
Avg closing price $32.23
Price range $30.41 - $34.25
New holding (+20 Thousand shares) Q3 2014
Avg closing price $31.90
Price range $30.53 - $33.35

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