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
Search
Sign in
Sign up
PTC
Private Trust Company’s
Avista
AVA
Stock Holding History
Private Trust Company’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
$1.85K
Hold
46
–
–
﹤0.01%
2400
2025
Q4
$1.77K
Hold
46
–
–
﹤0.01%
2368
2025
Q3
$1.74K
Buy
46
+5
+12%
+$186
﹤0.01%
2365
2025
Q2
$1.56K
Hold
41
–
–
﹤0.01%
2312
2025
Q1
$1.72K
Hold
41
–
–
﹤0.01%
2284
2024
Q4
$1.5K
Hold
41
–
–
﹤0.01%
2208
2024
Q3
$1.59K
Hold
41
–
–
﹤0.01%
2171
2024
Q2
$1.42K
Hold
41
–
–
﹤0.01%
2180
2024
Q1
$1.44K
Hold
41
–
–
﹤0.01%
2142
2023
Q4
$1.47K
Buy
+41
New
+$1.39K
﹤0.01%
2168
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
Sign up
Sign in
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
Theme
Close