Advisornet Financial’s Avista AVA Stock Holding History

Advisornet Financial’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 Q1	$19.4K	Sell	483 -77	-14%	-$3.11K	﹤0.01%	1347
2025 Q4	$21.6K	Buy	560 +118	+27%	+$4.61K	﹤0.01%	1296
2025 Q3	$16.7K	Hold	442	–	–	﹤0.01%	1361
2025 Q2	$16.8K	Hold	442	–	–	﹤0.01%	1333
2025 Q1	$18.5K	Hold	442	–	–	﹤0.01%	1224
2024 Q4	$16.2K	Sell	442 -17	-4%	-$638	﹤0.01%	1199
2024 Q3	$17.8K	Buy	459 +442	+2,600%	+$16.7K	﹤0.01%	1242
2024 Q2	$588	Sell	17 -21	-55%	-$750	﹤0.01%	1923
2024 Q1	$1.33K	Buy	38 +34	+850%	+$1.16K	﹤0.01%	1688
2023 Q4	$143	Sell	4 -10	-71%	-$339	﹤0.01%	2339
2023 Q3	$453	Buy	14 +1	+8%	+$36	﹤0.01%	2005
2023 Q2	$511	Hold	13	–	–	﹤0.01%	2049
2023 Q1	$552	Buy	13 +1	+8%	+$41	﹤0.01%	2048
2022 Q4	$532	Buy	+12	New	+$480	﹤0.01%	2014

Other funds holding AVA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return