Raffa Wealth Management’s Avista AVA Stock Holding History

Raffa Wealth 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 Q2	$41	Hold	1	–	–	﹤0.01%	1528
2026 Q1	$40	Buy	+1	New	+$40	﹤0.01%	1422
2017 Q1	–	Sell	-38	Closed	-$1.52K	–	414
2016 Q4	$1.52K	Hold	38	–	–	﹤0.01%	322
2016 Q3	$1.59K	Hold	38	–	–	﹤0.01%	312
2016 Q2	$1.7K	Hold	38	–	–	﹤0.01%	286
2016 Q1	$1.55K	Hold	38	–	–	﹤0.01%	299
2015 Q4	$1.34K	Hold	38	–	–	﹤0.01%	321
2015 Q3	$1.26K	Hold	38	–	–	﹤0.01%	336
2015 Q2	$1.17K	Hold	38	–	–	﹤0.01%	351
2015 Q1	$1.3K	Hold	38	–	–	﹤0.01%	331
2014 Q4	$1.34K	Hold	38	–	–	﹤0.01%	297
2014 Q3	$1.16K	Buy	+38	New	+$1.21K	﹤0.01%	319
2014 Q1	–	Sell	-38	Closed	-$1.34K	–	307
2013 Q4	$1.34K	Buy	+38	New	+$1.04K	﹤0.01%	297

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Raffa Wealth Management's AVA Position: Q2 2026 in Review

Raffa Wealth Management held its Avista (AVA) position steady in Q2 2026 at 1 share worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Raffa Wealth Management first reported a position in AVA in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.7K in Q2 2016. 391 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Raffa Wealth Management held 1 share of Avista worth $41 as of Q2 2026.
Raffa Wealth Management left its Avista share count unchanged in Q2 2026.
Avista made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1528 holding.
Raffa Wealth Management first reported a position in Avista in Q4 2013 and has held it in 13 quarters since.
Raffa Wealth Management's Avista position peaked at $1.7K in Q2 2016.
391 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.