EverSource Wealth Advisors’s Avista AVA Stock Holding History

EverSource Wealth Advisors’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	$112K	Buy	2,782 +503	+22%	+$20.3K	﹤0.01%	1367
2025 Q4	$87.8K	Buy	2,279 +283	+14%	+$11.1K	﹤0.01%	1391
2025 Q3	$75.5K	Sell	1,996 -1,121	-36%	-$41.7K	﹤0.01%	1421
2025 Q2	$118K	Buy	3,117 +998	+47%	+$39.4K	0.01%	1109
2025 Q1	$88.7K	Sell	2,119 -302	-12%	-$11.5K	﹤0.01%	957
2024 Q4	$88.7K	Buy	2,421 +1,520	+169%	+$57.1K	0.01%	944
2024 Q3	$34.9K	Buy	901 +35	+4%	+$1.32K	﹤0.01%	1224
2024 Q2	$33.9K	Buy	866 +137	+19%	+$4.9K	﹤0.01%	1271
2024 Q1	$26.2K	Buy	729 +121	+20%	+$4.12K	﹤0.01%	1238
2023 Q4	$21.7K	Buy	608 +262	+76%	+$8.88K	﹤0.01%	1202
2023 Q3	$11.2K	Sell	346 -521	-60%	-$18.6K	﹤0.01%	1374
2023 Q2	$34K	Sell	867 -83	-9%	-$3.52K	﹤0.01%	977
2023 Q1	$40.3K	Buy	950 +579	+156%	+$24K	0.01%	864
2022 Q4	$16.5K	Sell	371 -2,145	-85%	-$85.9K	﹤0.01%	1126
2022 Q3	$93K	Buy	2,516 +257	+11%	+$10.8K	0.02%	447
2022 Q2	$98K	Buy	2,259 +2,036	+913%	+$87.6K	0.03%	379
2022 Q1	$10K	Hold	223	–	–	﹤0.01%	959
2021 Q4	$9K	Buy	+223	New	+$8.97K	﹤0.01%	987

Other funds holding AVA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return