EWA
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EverSource Wealth Advisors’s Mission Produce AVO Stock Holding History

EverSource Wealth Advisors’s Portfolio AVO Stock Details AVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9K Sell
1,012
-14
-1% -$186 ﹤0.01% 2739
2025
Q4 		$11.9K Sell
1,026
-88
-8% -$1.05K ﹤0.01% 2712
2025
Q3 		$13.4K Sell
1,114
-613
-35% -$7.57K ﹤0.01% 2653
2025
Q2 		$20.2K Buy
1,727
+1,454
+533% +$15.8K ﹤0.01% 2278
2025
Q1 		$2.86K Buy
273
+46
+20% +$536 ﹤0.01% 2752
2024
Q4 		$3.26K Buy
227
+27
+14% +$349 ﹤0.01% 2528
2024
Q3 		$2.56K Hold
200
– – ﹤0.01% 2459
2024
Q2 		$2.25K Hold
200
– – ﹤0.01% 2513
2024
Q1 		$2.27K Hold
200
– – ﹤0.01% 2335
2023
Q4 		$2.02K Buy
+200
New +$1.86K ﹤0.01% 2163

Other funds holding AVO

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM