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Convergence Investment Partners’s Avista AVA Stock Holding History

Convergence Investment Partners’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 		$1.29M Sell
32,077
-118
-0.4% -$4.76K 0.21% 166
2025
Q4 		$1.24M Buy
32,195
+38
+0.1% +$1.48K 0.25% 147
2025
Q3 		$1.22M Sell
32,157
-17,456
-35% -$649K 0.27% 135
2025
Q2 		$1.88M Buy
49,613
+286
+0.6% +$11.3K 0.48% 59
2025
Q1 		$2.07M Buy
49,327
+3,868
+9% +$147K 0.57% 46
2024
Q4 		$1.67M Buy
45,459
+1,878
+4% +$70.5K 0.37% 91
2024
Q3 		$1.69M Buy
43,581
+22,873
+110% +$865K 0.46% 66
2024
Q2 		$717K Buy
+20,708
New +$740K 0.21% 152
2022
Q2 		– Sell
-3,200
Closed -$144K – 209
2022
Q1 		$144K Buy
+3,200
New +$141K 0.07% 203
2017
Q3 		– Sell
-99,016
Closed -$4.2M – 325
2017
Q2 		$4.2M Buy
+99,016
New +$4.13M 0.61% 28
2014
Q4 		– Sell
-110,520
Closed -$3.37M – 358
2014
Q3 		$3.37M Buy
110,520
+50,895
+85% +$1.62M 0.46% 59
2014
Q2 		$2M Sell
59,625
-38,996
-40% -$1.23M 0.26% 131
2014
Q1 		$3.02M Buy
98,621
+67,385
+216% +$1.96M 0.46% 61
2013
Q4 		$881K Buy
+31,236
New +$857K 0.14% 187

Other funds holding AVA

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Convergence Investment Partners's AVA Position: Q1 2026 in Review

Convergence Investment Partners reduced its Avista (AVA) stake by 0.37% in Q1 2026, selling an estimated $4.76K and leaving 32,077 shares worth $1.29M. The position accounts for 0.21% of the portfolio, ranked #166.

Convergence Investment Partners first reported a position in AVA in Q4 2013 and has held it in 14 quarters since. The position peaked at $4.2M in Q2 2017. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Convergence Investment Partners held 32,077 shares of Avista worth $1.29M as of Q1 2026.
  • Convergence Investment Partners sold 118 Avista shares in Q1 2026, an estimated $4.76K.
  • Avista made up 0.21% of Convergence Investment Partners's portfolio in Q1 2026, its #166 holding.
  • Convergence Investment Partners first reported a position in Avista in Q4 2013 and has held it in 14 quarters since.
  • Convergence Investment Partners's Avista position peaked at $4.2M in Q2 2017.
  • 403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.