Aigen Investment Management’s Avista AVA Stock Holding History

Aigen Investment 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
2026 Q1	$1.35M	Sell	33,533 -7,338	-18%	-$296K	0.35%	88
2025 Q4	$1.58M	Buy	+40,871	New	+$1.6M	0.36%	64
2025 Q3	–	Sell	-13,283	Closed	-$504K	–	789
2025 Q2	$504K	Sell	13,283 -8,955	-40%	-$353K	0.07%	401
2025 Q1	$931K	Buy	+22,238	New	+$844K	0.15%	207
2024 Q4	–	Sell	-8,629	Closed	-$334K	–	728
2024 Q3	$334K	Buy	+8,629	New	+$326K	0.07%	432
2024 Q2	–	Sell	-8,274	Closed	-$290K	–	770
2024 Q1	$290K	Buy	+8,274	New	+$282K	0.06%	446
2023 Q2	–	Sell	-13,315	Closed	-$565K	–	738
2023 Q1	$565K	Buy	+13,315	New	+$551K	0.08%	289
2020 Q1	–	Sell	-1,739	Closed	-$84K	–	1258
2019 Q4	$84K	Buy	+1,739	New	+$82.8K	0.01%	716

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