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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
Q2 		$1.29M Sell
31,521
-556
-2% -$22.9K 0.12% 198
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 $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

Convergence Investment Partners's AVA Position: Q2 2026 in Review

Convergence Investment Partners reduced its Avista (AVA) stake by 1.7% in Q2 2026, selling an estimated $22.9K and leaving 31,521 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #198.

Convergence Investment Partners first reported a position in AVA in Q4 2013 and has held it in 15 quarters since. The position peaked at $4.2M in Q2 2017. 418 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Convergence Investment Partners held 31,521 shares of Avista worth $1.29M as of Q2 2026.
  • Convergence Investment Partners sold 556 Avista shares in Q2 2026, an estimated $22.9K.
  • Avista made up 0.12% of Convergence Investment Partners's portfolio in Q2 2026, its #198 holding.
  • Convergence Investment Partners first reported a position in Avista in Q4 2013 and has held it in 15 quarters since.
  • Convergence Investment Partners's Avista position peaked at $4.2M in Q2 2017.
  • 418 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.