SJS Investment Consulting’s Avista AVA Stock Holding History

SJS Investment Consulting’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	$402	Buy	10 +5	+100%	+$202	﹤0.01%	1816
2025 Q4	$193	Hold	5	–	–	﹤0.01%	1818
2025 Q3	$190	Hold	5	–	–	﹤0.01%	1476
2025 Q2	$190	Sell	5 -6	-55%	-$237	﹤0.01%	1381
2025 Q1	$461	Buy	11 +3	+38%	+$114	﹤0.01%	1274
2024 Q4	$294	Sell	8 -2	-20%	-$75	﹤0.01%	1396
2024 Q3	$388	Hold	10	–	–	﹤0.01%	1394
2024 Q2	$347	Hold	10	–	–	﹤0.01%	1403
2024 Q1	$351	Sell	10 -1	-9%	-$34	﹤0.01%	1393
2023 Q4	$394	Hold	11	–	–	﹤0.01%	1318
2023 Q3	$357	Buy	11 +2	+22%	+$71	﹤0.01%	1319
2023 Q2	$354	Sell	9 -3	-25%	-$127	﹤0.01%	1273
2023 Q1	$510	Buy	12 +2	+20%	+$83	﹤0.01%	1147
2022 Q4	$443	Buy	10 +3	+43%	+$120	﹤0.01%	1257
2022 Q3	$0	Buy	+7	New	+$293	﹤0.01%	1045
2022 Q1	$0	Buy	+1	New	+$44	﹤0.01%	717

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