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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JFS Wealth Advisors's AVA Position: Q2 2026 in Review

JFS Wealth Advisors increased its Avista (AVA) stake by 214% in Q2 2026, buying an estimated $1.85K and bringing the position to 66 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

JFS Wealth Advisors first reported a position in AVA in Q4 2021 and has held it in 19 quarters since. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • JFS Wealth Advisors held 66 shares of Avista worth $2.7K as of Q2 2026.
  • JFS Wealth Advisors bought 45 Avista shares in Q2 2026, an estimated $1.85K.
  • Avista made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1507 holding.
  • JFS Wealth Advisors first reported a position in Avista in Q4 2021 and has held it in 19 quarters since.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.