Bell Investment Advisors’s Avista AVA Stock Holding History

Bell Investment 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 Q1	$7.07K	Sell	176 -17	-9%	-$686	﹤0.01%	818
2025 Q4	$7.44K	Sell	193 -100	-34%	-$3.9K	﹤0.01%	811
2025 Q3	$11.1K	Sell	293 -28	-9%	-$1.04K	﹤0.01%	604
2025 Q2	$12.2K	Hold	321	–	–	﹤0.01%	603
2025 Q1	$13.4K	Buy	321 +55	+21%	+$2.09K	﹤0.01%	501
2024 Q4	$9.74K	Buy	266 +52	+24%	+$1.95K	﹤0.01%	617
2024 Q3	$8.29K	Sell	214 -13	-6%	-$492	﹤0.01%	695
2024 Q2	$7.86K	Buy	227 +55	+32%	+$1.97K	﹤0.01%	708
2024 Q1	$6.02K	Sell	172 -48	-22%	-$1.64K	﹤0.01%	826
2023 Q4	$7.86K	Sell	220 -3	-1%	-$102	﹤0.01%	650
2023 Q3	$7.22K	Buy	223 +210	+1,615%	+$7.5K	﹤0.01%	628
2023 Q2	$511	Hold	13	–	–	﹤0.01%	1840
2023 Q1	$552	Sell	13 -77	-86%	-$3.19K	﹤0.01%	1776
2022 Q4	$3.99K	Buy	90 +22	+32%	+$881	﹤0.01%	926
2022 Q3	$3K	Sell	68 -37	-35%	-$1.55K	﹤0.01%	872
2022 Q2	$5K	Buy	+105	New	+$4.52K	﹤0.01%	671
2021 Q4	$3K	Buy	+70	New	+$2.82K	﹤0.01%	944

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