DiNuzzo Private Wealth
AVA icon

DiNuzzo Private Wealth’s Avista AVA Stock Holding History

DiNuzzo Private Wealth’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
Q3 		$351 Hold
10
– – ﹤0.01% 1188
2026
Q2 		$410 Hold
10
– – ﹤0.01% 1150
2026
Q1 		$402 Hold
10
– – ﹤0.01% 1133
2025
Q4 		$386 Hold
10
– – ﹤0.01% 1150
2025
Q3 		$366 Hold
10
– – ﹤0.01% 1166
2025
Q2 		$380 Hold
10
– – ﹤0.01% 1142
2025
Q1 		$419 Hold
10
– – ﹤0.01% 1112
2024
Q4 		$367 Hold
10
– – ﹤0.01% 1170
2024
Q3 		$388 Buy
10
+2
+25% +$76 ﹤0.01% 1177
2024
Q2 		$277 Buy
8
+1
+14% +$36 ﹤0.01% 1205
2024
Q1 		$246 Sell
7
-2
-22% -$68 ﹤0.01% 1166
2023
Q4 		$322 Buy
+9
New +$305 ﹤0.01% 1107

Other funds holding AVA

Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

DiNuzzo Private Wealth's AVA Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Avista (AVA) position steady in Q3 2026 at 10 shares worth $351. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

DiNuzzo Private Wealth first reported a position in AVA in Q4 2023 and has held it in 12 quarters since. The position peaked at $419 in Q1 2025. 93 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • DiNuzzo Private Wealth held 10 shares of Avista worth $351 as of Q3 2026.
  • DiNuzzo Private Wealth left its Avista share count unchanged in Q3 2026.
  • Avista made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1188 holding.
  • DiNuzzo Private Wealth first reported a position in Avista in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Avista position peaked at $419 in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.