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PGAM
Princeton Global Asset Management’s
Avista
AVA
Stock Holding History
Princeton Global 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
$20.3K
Buy
506
+6
+1%
+$242
﹤0.01%
482
2025
Q4
$19.3K
Hold
500
–
–
﹤0.01%
485
2025
Q3
$18.9K
Hold
500
–
–
﹤0.01%
454
2025
Q2
$19K
Hold
500
–
–
﹤0.01%
445
2025
Q1
$20.9K
Hold
500
–
–
﹤0.01%
386
2024
Q4
$18.3K
Hold
500
–
–
﹤0.01%
429
2024
Q3
$19.4K
Hold
500
–
–
﹤0.01%
425
2024
Q2
$17.3K
Hold
500
–
–
﹤0.01%
404
2024
Q1
$17.5K
Hold
500
–
–
﹤0.01%
386
2023
Q4
$17.9K
Hold
500
–
–
﹤0.01%
375
2023
Q3
$16.2K
Hold
500
–
–
﹤0.01%
355
2023
Q2
$19.6K
Hold
500
–
–
0.01%
343
2023
Q1
$21.2K
Hold
500
–
–
0.01%
341
2022
Q4
$22K
Hold
500
–
–
0.01%
320
2022
Q3
$19K
Hold
500
–
–
0.01%
321
2022
Q2
$22K
Hold
500
–
–
0.01%
322
2022
Q1
$23K
Hold
500
–
–
0.01%
344
2021
Q4
$21K
Hold
500
–
–
0.01%
330
2021
Q3
$20K
Hold
500
–
–
0.01%
338
2021
Q2
$21K
Buy
+500
New
+$22.9K
0.01%
345
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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