Bridgeway Capital Management’s Avista AVA Stock Holding History

Bridgeway Capital 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	$1.12M	Sell	28,000 -11,500	-29%	-$464K	0.02%	686
2025 Q4	$1.52M	Sell	39,500 -4,700	-11%	-$184K	0.03%	615
2025 Q3	$1.67M	Buy	44,200 +19,200	+77%	+$714K	0.04%	598
2025 Q2	$949K	Buy	+25,000	New	+$986K	0.02%	665
2023 Q2	–	Sell	-161,412	Closed	-$6.85M	–	1385
2023 Q1	$6.85M	Sell	161,412 -2,500	-2%	-$104K	0.18%	171
2022 Q4	$7.27M	Buy	163,912 +13,700	+9%	+$548K	0.19%	171
2022 Q3	$5.57M	Buy	150,212 +2,900	+2%	+$121K	0.15%	226
2022 Q2	$6.41M	Buy	147,312 +92,312	+168%	+$3.97M	0.15%	253
2022 Q1	$2.48M	Buy	+55,000	New	+$2.42M	0.05%	522
2014 Q3	–	Sell	-87,500	Closed	-$2.93M	–	1471
2014 Q2	$2.93M	Hold	87,500	–	–	0.08%	373
2014 Q1	$2.68M	Buy	+87,500	New	+$2.54M	0.08%	382

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