JFS Wealth Advisors’s Avista AVA Stock Holding History

JFS 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 Q2	$2.7K	Buy	66 +45	+214%	+$1.85K	﹤0.01%	1507
2026 Q1	$843	Sell	21 -33	-61%	-$1.33K	﹤0.01%	1695
2025 Q4	$2.08K	Buy	54 +16	+42%	+$625	﹤0.01%	1538
2025 Q3	$1.44K	Sell	38 -4	-10%	-$149	﹤0.01%	1518
2025 Q2	$1.59K	Hold	42	–	–	﹤0.01%	1455
2025 Q1	$1.76K	Sell	42 -1	-2%	-$38	﹤0.01%	1508
2024 Q4	$1.58K	Buy	43 +3	+8%	+$113	﹤0.01%	1561
2024 Q3	$1.55K	Buy	40 +1	+3%	+$38	﹤0.01%	1583
2024 Q2	$1.35K	Hold	39	–	–	﹤0.01%	1578
2024 Q1	$1.37K	Hold	39	–	–	﹤0.01%	1573
2023 Q4	$1.39K	Buy	39 +35	+875%	+$1.19K	﹤0.01%	1555
2023 Q3	$130	Sell	4 -34	-89%	-$1.22K	﹤0.01%	1893
2023 Q2	$1.49K	Hold	38	–	–	﹤0.01%	1493
2023 Q1	$1.61K	Buy	38 +6	+19%	+$248	﹤0.01%	1442
2022 Q4	$1.42K	Buy	32 +7	+28%	+$280	﹤0.01%	1502
2022 Q3	$1K	Sell	25 -7	-22%	-$293	﹤0.01%	1474
2022 Q2	$1K	Sell	32 -1	-3%	-$43	﹤0.01%	1459
2022 Q1	$1K	Buy	33 +20	+154%	+$881	﹤0.01%	1567
2021 Q4	$1K	Buy	+13	New	+$523	﹤0.01%	1251

Other funds holding AVA

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Longboard Asset Management Phoenix, Arizona $5.96M AUM 32.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return