Rothschild Investment LLC’s Avista AVA Stock Holding History

Rothschild Investment LLC’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	$19.7K	Buy	492 +277	+129%	+$11.2K	﹤0.01%	1416
2025 Q4	$8.29K	Buy	215 +73	+51%	+$2.85K	﹤0.01%	1644
2025 Q3	$5.37K	Sell	142 -23	-14%	-$855	﹤0.01%	1679
2025 Q2	$6.26K	Sell	165 -10	-6%	-$394	﹤0.01%	1399
2025 Q1	$7.33K	Buy	175 +70	+67%	+$2.66K	﹤0.01%	1273
2024 Q4	$3.85K	Buy	105 +30	+40%	+$1.13K	﹤0.01%	1448
2024 Q3	$2.91K	Buy	75 +35	+88%	+$1.32K	﹤0.01%	1532
2024 Q2	$1.38K	Buy	40 +35	+700%	+$1.25K	﹤0.01%	1512
2024 Q1	$175	Buy	+5	New	+$170	﹤0.01%	1814

Other funds holding AVA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management

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

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