AWM
AVA icon

Abound Wealth Management’s Avista AVA Stock Holding History

Abound Wealth 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
2025
Q4 		– Sell
-7
Closed -$265 – 1437
2025
Q3 		$265 Hold
7
– – ﹤0.01% 1041
2025
Q2 		$266 Hold
7
– – ﹤0.01% 954
2025
Q1 		$294 Hold
7
– – ﹤0.01% 875
2024
Q4 		$257 Hold
7
– – ﹤0.01% 948
2024
Q3 		$272 Hold
7
– – ﹤0.01% 1003
2024
Q2 		$243 Hold
7
– – ﹤0.01% 1047
2024
Q1 		$246 Hold
7
– – ﹤0.01% 1203
2023
Q4 		$251 Sell
7
-4
-36% -$136 ﹤0.01% 1233
2023
Q3 		$357 Hold
11
– – ﹤0.01% 934
2023
Q2 		$432 Buy
+11
New +$467 ﹤0.01% 896

Other funds holding AVA

BlackRock
BlackRock New York $5.7T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return