Kiley Juergens Wealth Management’s Avista AVA Stock Holding History

Kiley Juergens Wealth 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 Q2	$228K	Buy	5,567 +13	+0.2%	+$535	0.04%	221
2026 Q1	$223K	Buy	+5,554	New	+$224K	0.04%	222
2018 Q4	–	Sell	-1,537	Closed	-$77K	–	84
2018 Q3	$77K	Buy	1,537 +5	+0.3%	+$256	0.06%	183
2018 Q2	$80K	Buy	+1,532	New	+$80K	0.07%	158
2018 Q1	–	Sell	-1,520	Closed	-$78K	–	122
2017 Q4	$78K	Buy	+1,520	New	+$78.8K	0.07%	152

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kiley Juergens Wealth Management's AVA Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Avista (AVA) stake by 0.23% in Q2 2026, buying an estimated $535 and bringing the position to 5,567 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #221.

Kiley Juergens Wealth Management first reported a position in AVA in Q4 2017 and has held it in 5 quarters since. 418 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Kiley Juergens Wealth Management held 5,567 shares of Avista worth $228K as of Q2 2026.
Kiley Juergens Wealth Management bought 13 Avista shares in Q2 2026, an estimated $535.
Avista made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #221 holding.
Kiley Juergens Wealth Management first reported a position in Avista in Q4 2017 and has held it in 5 quarters since.
418 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.