CAL
AVA icon

Capital Advisors Ltd’s Avista AVA Stock Holding History

Capital Advisors Ltd’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 		$13K Hold
326
– – ﹤0.01% 763
2025
Q4 		$13K Buy
326
+17
+6% +$664 ﹤0.01% 742
2025
Q3 		$12K Buy
309
+42
+16% +$1.56K ﹤0.01% 753
2025
Q2 		$10K Buy
267
+6
+2% +$237 ﹤0.01% 780
2025
Q1 		$11K Hold
261
– – ﹤0.01% 743
2024
Q4 		$10K Hold
261
– – ﹤0.01% 773
2024
Q3 		$10K Hold
261
– – ﹤0.01% 762
2024
Q2 		$9K Buy
261
+96
+58% +$3.43K ﹤0.01% 761
2024
Q1 		$6K Hold
165
– – ﹤0.01% 824
2023
Q4 		$6K Buy
+165
New +$5.59K ﹤0.01% 780
2023
Q1 		– Sell
-10
Closed – – 1201
2022
Q4 		$0 Buy
+10
New +$400 ﹤0.01% 1213

Other funds holding AVA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
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
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return