Fortitude Family Office’s Avista AVA Stock Holding History

Fortitude Family Office’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	$2.33K	Sell	58 -104	-64%	-$4.2K	﹤0.01%	1233
2025 Q4	$6.24K	Buy	162 +128	+376%	+$5K	﹤0.01%	740
2025 Q3	$1.29K	Buy	34 +13	+62%	+$483	﹤0.01%	1445
2025 Q2	$797	Sell	21 -28	-57%	-$1.1K	﹤0.01%	1609
2025 Q1	$2.05K	Hold	49	–	–	﹤0.01%	918
2024 Q4	$1.79K	Hold	49	–	–	﹤0.01%	1049
2024 Q3	$1.9K	Hold	49	–	–	﹤0.01%	1015
2024 Q2	$1.7K	Hold	49	–	–	﹤0.01%	825
2024 Q1	$1.72K	Sell	49 -68	-58%	-$2.32K	﹤0.01%	841
2023 Q4	$4.18K	Buy	+117	New	+$3.96K	﹤0.01%	744

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