Manchester Capital Management’s Avista AVA Stock Holding History

Manchester Capital 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	$763	Hold	19	–	–	﹤0.01%	1179
2025 Q4	$733	Hold	19	–	–	﹤0.01%	1202
2025 Q3	$719	Hold	19	–	–	﹤0.01%	1177
2025 Q2	$722	Hold	19	–	–	﹤0.01%	1091
2025 Q1	$796	Hold	19	–	–	﹤0.01%	1061
2024 Q4	$696	Sell	19 -3	-14%	-$113	﹤0.01%	1064
2024 Q3	$853	Hold	22	–	–	﹤0.01%	1050
2024 Q2	$762	Hold	22	–	–	﹤0.01%	1029
2024 Q1	$771	Buy	22 +19	+633%	+$647	﹤0.01%	902
2023 Q4	$108	Hold	3	–	–	﹤0.01%	997
2023 Q3	$98	Buy	+3	New	+$107	﹤0.01%	1003
2016 Q2	–	Sell	-3,793	Closed	-$155K	–	538
2016 Q1	$155K	Buy	+3,793	New	+$143K	0.02%	228

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