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Beacon Pointe Advisors’s Avista AVA Stock Holding History

Beacon Pointe Advisors’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
Q2 		$296K Sell
7,230
-407
-5% -$16.8K ﹤0.01% 1612
2026
Q1 		$307K Buy
+7,637
New +$308K ﹤0.01% 1528
2023
Q2 		– Sell
-5,118
Closed -$217K – 1085
2023
Q1 		$217K Buy
+5,118
New +$212K ﹤0.01% 1034

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Pointe Advisors's AVA Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Avista (AVA) stake by 5.3% in Q2 2026, selling an estimated $16.8K and leaving 7,230 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Beacon Pointe Advisors first reported a position in AVA in Q1 2023 and has held it in 3 quarters since. The position peaked at $307K in Q1 2026. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Beacon Pointe Advisors held 7,230 shares of Avista worth $296K as of Q2 2026.
  • Beacon Pointe Advisors sold 407 Avista shares in Q2 2026, an estimated $16.8K.
  • Avista made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1612 holding.
  • Beacon Pointe Advisors first reported a position in Avista in Q1 2023 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Avista position peaked at $307K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.