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Evergreen Capital Management’s Avista AVA Stock Holding History

Evergreen Capital Management’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 		$249K Sell
6,195
-95
-2% -$3.83K 0.01% 1254
2025
Q4 		$242K Buy
6,290
+550
+10% +$21.5K 0.01% 1185
2025
Q3 		$217K Buy
+5,740
New +$213K 0.01% 1187
2023
Q4 		– Sell
-205,211
Closed -$6.64M – 853
2023
Q3 		$6.64M Buy
+205,211
New +$7.33M 0.29% 106

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

Evergreen Capital Management's AVA Position: Q1 2026 in Review

Evergreen Capital Management reduced its Avista (AVA) stake by 1.5% in Q1 2026, selling an estimated $3.83K and leaving 6,195 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #1254.

Evergreen Capital Management first reported a position in AVA in Q3 2023 and has held it in 4 quarters since. The position peaked at $6.64M in Q3 2023. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Evergreen Capital Management held 6,195 shares of Avista worth $249K as of Q1 2026.
  • Evergreen Capital Management sold 95 Avista shares in Q1 2026, an estimated $3.83K.
  • Avista made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1254 holding.
  • Evergreen Capital Management first reported a position in Avista in Q3 2023 and has held it in 4 quarters since.
  • Evergreen Capital Management's Avista position peaked at $6.64M in Q3 2023.
  • 403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.