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Personal CFO Solutions’s Avista AVA Stock Holding History

Personal CFO Solutions’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 		$268K Sell
6,561
-1,506
-19% -$62K 0.04% 436
2026
Q1 		$324K Sell
8,067
-329
-4% -$13.3K 0.05% 349
2025
Q4 		$324K Buy
8,396
+1,510
+22% +$59K 0.05% 342
2025
Q3 		$260K Buy
6,886
+1,395
+25% +$51.9K 0.05% 398
2025
Q2 		$208K Sell
5,491
-409
-7% -$16.1K 0.04% 462
2025
Q1 		$247K Buy
+5,900
New +$224K 0.05% 372

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

Personal CFO Solutions's AVA Position: Q2 2026 in Review

Personal CFO Solutions reduced its Avista (AVA) stake by 19% in Q2 2026, selling an estimated $62K and leaving 6,561 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #436.

Personal CFO Solutions first reported a position in AVA in Q1 2025 and has held it in 6 quarters since. The position peaked at $324K in Q1 2026. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

  • Personal CFO Solutions held 6,561 shares of Avista worth $268K as of Q2 2026.
  • Personal CFO Solutions sold 1,506 Avista shares in Q2 2026, an estimated $62K.
  • Avista made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #436 holding.
  • Personal CFO Solutions first reported a position in Avista in Q1 2025 and has held it in 6 quarters since.
  • Personal CFO Solutions's Avista position peaked at $324K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.