Dimensional Fund Advisors’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.9M | Buy |
1,516,163
+4,958
| +0.3% | +$200K | 0.01% | 1397 |
|
|
2025
Q4 | $58.2M | Buy |
1,511,205
+4,506
| +0.3% | +$176K | 0.01% | 1428 |
|
|
2025
Q3 | $57M | Buy |
1,506,699
+6,567
| +0.4% | +$244K | 0.01% | 1439 |
|
|
2025
Q2 | $56.9M | Sell |
1,500,132
-28,651
| -2% | -$1.13M | 0.01% | 1416 |
|
|
2025
Q1 | $64M | Sell |
1,528,783
-12,686
| -0.8% | -$481K | 0.02% | 1309 |
|
|
2024
Q4 | $56.5M | Sell |
1,541,469
-35,237
| -2% | -$1.32M | 0.01% | 1447 |
|
|
2024
Q3 | $61.1M | Buy |
1,576,706
+42,365
| +3% | +$1.6M | 0.01% | 1386 |
|
|
2024
Q2 | $53.1M | Buy |
1,534,341
+61,466
| +4% | +$2.2M | 0.01% | 1423 |
|
|
2024
Q1 | $51.6M | Buy |
1,472,875
+17,432
| +1% | +$594K | 0.01% | 1439 |
|
|
2023
Q4 | $52M | Sell |
1,455,443
-17,031
| -1% | -$577K | 0.02% | 1411 |
|
|
2023
Q3 | $47.7M | Buy |
1,472,474
+60,050
| +4% | +$2.15M | 0.02% | 1374 |
|
|
2023
Q2 | $55.5M | Buy |
1,412,424
+25,914
| +2% | +$1.1M | 0.02% | 1275 |
|
|
2023
Q1 | $58.9M | Buy |
1,386,510
+17,935
| +1% | +$743K | 0.02% | 1204 |
|
|
2022
Q4 | $60.7K | Buy |
1,368,575
+46,295
| +4% | +$1.85M | 0.02% | 1163 |
|
|
2022
Q3 | $49M | Buy |
1,322,280
+15,085
| +1% | +$631K | 0.02% | 1239 |
|
|
2022
Q2 | $56.9M | Buy |
1,307,195
+12,581
| +1% | +$541K | 0.02% | 1190 |
|
|
2022
Q1 | $58.5M | Buy |
1,294,614
+23,773
| +2% | +$1.05M | 0.02% | 1286 |
|
|
2021
Q4 | $54M | Buy |
1,270,841
+9,746
| +0.8% | +$392K | 0.02% | 1360 |
|
|
2021
Q3 | $49.3M | Buy |
1,261,095
+35,520
| +3% | +$1.49M | 0.02% | 1420 |
|
|
2021
Q2 | $52.3M | Sell |
1,225,575
-73,495
| -6% | -$3.37M | 0.02% | 1417 |
|
|
2021
Q1 | $62M | Sell |
1,299,070
-336
| -0% | -$13.8K | 0.02% | 1246 |
|
|
2020
Q4 | $52.2M | Buy |
1,299,406
+14,551
| +1% | +$534K | 0.02% | 1330 |
|
|
2020
Q3 | $43.8M | Sell |
1,284,855
-16,717
| -1% | -$605K | 0.02% | 1307 |
|
|
2020
Q2 | $47.4M | Sell |
1,301,572
-40,378
| -3% | -$1.6M | 0.02% | 1250 |
|
|
2020
Q1 | $57M | Sell |
1,341,950
-1,513
| -0.1% | -$72.8K | 0.03% | 903 |
|
|
2019
Q4 | $64.6M | Sell |
1,343,463
-14,700
| -1% | -$700K | 0.02% | 1179 |
|
|
2019
Q3 | $65.8M | Buy |
1,358,163
+497
| +0% | +$23.1K | 0.03% | 1097 |
|
|
2019
Q2 | $60.6M | Buy |
1,357,666
+527
| +0% | +$22.4K | 0.02% | 1223 |
|
|
2019
Q1 | $55.1M | Buy |
1,357,139
+15,707
| +1% | +$646K | 0.02% | 1299 |
|
|
2018
Q4 | $57M | Buy |
1,341,432
+9,594
| +0.7% | +$475K | 0.03% | 1081 |
|
|
2018
Q3 | $67.3M | Buy |
1,331,838
+426
| +0% | +$21.8K | 0.03% | 1109 |
|
|
2018
Q2 | $70.1M | Sell |
1,331,412
-330
| -0% | -$17.2K | 0.03% | 1020 |
|
|
2018
Q1 | $68.3M | Sell |
1,331,742
-11,393
| -0.8% | -$575K | 0.03% | 979 |
|
|
2017
Q4 | $69.2M | Buy |
1,343,135
+1,498
| +0.1% | +$77.7K | 0.03% | 958 |
|
|
2017
Q3 | $69.5M | Buy |
1,341,637
+1,223
| +0.1% | +$61.1K | 0.03% | 911 |
|
|
2017
Q2 | $56.9M | Buy |
1,340,414
+43,280
| +3% | +$1.81M | 0.03% | 1079 |
|
|
2017
Q1 | $50.7M | Buy |
1,297,134
+20,888
| +2% | +$819K | 0.02% | 1169 |
|
|
2016
Q4 | $51M | Buy |
1,276,246
+6,729
| +0.5% | +$272K | 0.03% | 1094 |
|
|
2016
Q3 | $53.1M | Sell |
1,269,517
-6,268
| -0.5% | -$267K | 0.03% | 969 |
|
|
2016
Q2 | $57.2M | Buy |
1,275,785
+2,081
| +0.2% | +$85.3K | 0.03% | 826 |
|
|
2016
Q1 | $51.9M | Buy |
1,273,704
+59,956
| +5% | +$2.26M | 0.03% | 882 |
|
|
2015
Q4 | $42.9M | Buy |
1,213,748
+72,891
| +6% | +$2.5M | 0.03% | 1013 |
|
|
2015
Q3 | $37.9M | Buy |
1,140,857
+18,840
| +2% | +$602K | 0.02% | 1085 |
|
|
2015
Q2 | $34.4M | Buy |
1,122,017
+29,747
| +3% | +$959K | 0.02% | 1287 |
|
|
2015
Q1 | $37.3M | Buy |
1,092,270
+71,077
| +7% | +$2.48M | 0.02% | 1143 |
|
|
2014
Q4 | $36.1M | Buy |
1,021,193
+64,689
| +7% | +$2.21M | 0.02% | 1105 |
|
|
2014
Q3 | $29.2M | Buy |
956,504
+44,569
| +5% | +$1.42M | 0.02% | 1183 |
|
|
2014
Q2 | $30.6M | Buy |
911,935
+69,997
| +8% | +$2.22M | 0.02% | 1182 |
|
|
2014
Q1 | $25.8M | Buy |
841,938
+78,204
| +10% | +$2.27M | 0.02% | 1302 |
|
|
2013
Q4 | $21.5M | Buy |
763,734
+16,378
| +2% | +$449K | 0.02% | 1468 |
|
|
2013
Q3 | $19.7M | Buy |
747,356
+9,804
| +1% | +$269K | 0.02% | 1431 |
|
|
2013
Q2 | $19.9M | Buy |
+737,552
| New | +$20.3M | 0.02% | 1288 |
|
Other funds holding AVA
VPM
VCM
WHG
