Janney Montgomery Scott
AVA icon

Janney Montgomery Scott’s Avista AVA Stock Holding History

Janney Montgomery Scott’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 		$674K Sell
16,796
-1,199
-7% -$48.4K ﹤0.01% 1876
2025
Q4 		$694K Sell
17,995
-355
-2% -$13.9K ﹤0.01% 1977
2025
Q3 		$694K Sell
18,350
-128
-0.7% -$4.76K ﹤0.01% 1953
2025
Q2 		$701K Buy
18,478
+829
+5% +$32.7K ﹤0.01% 1804
2025
Q1 		$739K Buy
17,649
+1,561
+10% +$59.2K ﹤0.01% 1732
2024
Q4 		$589K Sell
16,088
-641
-4% -$24.1K ﹤0.01% 1895
2024
Q3 		$648K Buy
+16,729
New +$633K ﹤0.01% 1785
2020
Q1 		– Sell
-4,385
Closed -$211K – 1887
2019
Q4 		$211K Buy
4,385
+179
+4% +$8.53K ﹤0.01% 1904
2019
Q3 		$204K Buy
+4,206
New +$195K ﹤0.01% 1894

Other funds holding AVA

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return