Rothwell Investment Advisors, LLC’s Avista AVA Stock Holding History

Rothwell Investment Advisors, LLC’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
2026 Q3	$3.6K	Buy	+103	New	+$4K	﹤0.01%	967

Other funds holding AVA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AVA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Avista (AVA) in Q3 2026: 103 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings.

178 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

Rothwell Investment Advisors, LLC held 103 shares of Avista worth $3.6K as of Q3 2026.
Avista was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Avista made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #967 holding.
178 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.