Jupiter Asset Management’s Avista AVA Stock Holding History

Jupiter Asset Management’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	$2.33M	Buy	+58,057	New	+$2.34M	0.01%	394
2025 Q3	–	Sell	-5,295	Closed	-$201K	–	431
2025 Q2	$201K	Sell	5,295 -424,910	-99%	-$16.8M	﹤0.01%	428
2025 Q1	$18M	Buy	430,205 +1,461	+0.3%	+$55.4K	0.17%	170
2024 Q4	$15.7M	Sell	428,744 -48,447	-10%	-$1.82M	0.15%	181
2024 Q3	$18.5M	Buy	477,191 +271,168	+132%	+$10.3M	0.16%	172
2024 Q2	$7.13M	Buy	+206,023	New	+$7.36M	0.07%	245
2024 Q1	–	Sell	-22,859	Closed	-$817K	–	431
2023 Q4	$817K	Sell	22,859 -415,725	-95%	-$14.1M	0.01%	396
2023 Q3	$14.2M	Buy	+438,584	New	+$15.7M	0.16%	169

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