Harbour Investments’s Avista AVA Stock Holding History

Harbour Investments’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	$5.09K	Buy	126 +17	+16%	+$686	﹤0.01%	3587
2025 Q4	$4.19K	Buy	109 +17	+18%	+$664	﹤0.01%	3074
2025 Q3	$3.5K	Sell	92 -103	-53%	-$3.83K	﹤0.01%	3110
2025 Q2	$7.41K	Buy	195 +105	+117%	+$4.14K	﹤0.01%	2700
2025 Q1	$3.77K	Buy	90 +1	+1%	+$38	﹤0.01%	2913
2024 Q4	$3.26K	Buy	89 +1	+1%	+$38	﹤0.01%	2884
2024 Q3	$3.4K	Buy	88 +1	+1%	+$38	﹤0.01%	2756
2024 Q2	$3K	Buy	87 +1	+1%	+$36	﹤0.01%	2691
2024 Q1	$3K	Sell	86 -246	-74%	-$8.38K	﹤0.01%	2661
2023 Q4	$11.9K	Buy	332 +249	+300%	+$8.44K	﹤0.01%	2084
2023 Q3	$2.69K	Buy	83 +1	+1%	+$36	﹤0.01%	2477
2023 Q2	$3.23K	Buy	82 +1	+1%	+$42	﹤0.01%	2415
2023 Q1	$3.45K	Buy	81 +1	+1%	+$41	﹤0.01%	2414
2022 Q4	$3.56K	Buy	80 +1	+1%	+$40	﹤0.01%	2344
2022 Q3	$3K	Hold	79	–	–	﹤0.01%	2293
2022 Q2	$3K	Buy	+79	New	+$3.4K	﹤0.01%	2293
2021 Q4	$3K	Sell	77 -1,082	-93%	-$43.5K	﹤0.01%	2292
2021 Q3	$45K	Buy	1,159 +1	+0.1%	+$42	﹤0.01%	1827
2021 Q2	$49K	Buy	1,158 +76	+7%	+$3.48K	﹤0.01%	1823
2021 Q1	$52K	Buy	+1,082	New	+$44.6K	﹤0.01%	1675

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