DWP
AVA icon

Daymark Wealth Partners’s Avista AVA Stock Holding History

Daymark Wealth 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 		$448K Buy
11,153
+278
+3% +$11.2K 0.01% 453
2025
Q4 		$419K Hold
10,875
– – 0.01% 430
2025
Q3 		$411K Hold
10,875
– – 0.01% 423
2025
Q2 		$413K Hold
10,875
– – 0.02% 390
2025
Q1 		$455K Hold
10,875
– – 0.02% 341
2024
Q4 		$398K Hold
10,875
– – 0.02% 362
2024
Q3 		$421K Hold
10,875
– – 0.02% 368
2024
Q2 		$376K Sell
10,875
-325
-3% -$11.6K 0.02% 365
2024
Q1 		$392K Hold
11,200
– – 0.02% 301
2023
Q4 		$400K Hold
11,200
– – 0.02% 279
2023
Q3 		$363K Hold
11,200
– – 0.03% 276
2023
Q2 		$440K Buy
+11,200
New +$475K 0.03% 252

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