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Pathstone Holdings’s
Avista
AVA
Stock Holding History
Pathstone Holdings’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
$1.9M
Buy
47,341
+11,140
+31%
+$450K
0.01%
1055
2025
Q4
$1.4M
Buy
36,201
+4,264
+13%
+$167K
0.01%
1223
2025
Q3
$1.21M
Buy
31,937
+6,400
+25%
+$238K
﹤0.01%
1313
2025
Q2
$969K
Sell
25,537
-313
-1%
-$12.3K
﹤0.01%
1411
2025
Q1
$1.08M
Buy
25,850
+1,774
+7%
+$67.3K
﹤0.01%
1340
2024
Q4
$882K
Sell
24,076
-310
-1%
-$11.6K
﹤0.01%
1431
2024
Q3
$945K
Buy
24,386
+4,572
+23%
+$173K
﹤0.01%
1396
2024
Q2
$686K
Buy
19,814
+1,529
+8%
+$54.6K
﹤0.01%
1527
2024
Q1
$640K
Buy
18,285
+876
+5%
+$29.8K
﹤0.01%
1557
2023
Q4
$622K
Buy
+17,409
New
+$590K
﹤0.01%
1371
Other funds holding AVA
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
WHG
Westwood Holdings Group
Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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