Smartleaf Asset Management’s Avista AVA Stock Holding History

Smartleaf 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	$16.2K	Sell	401 -462	-54%	-$18.7K	﹤0.01%	2075
2025 Q4	$33.4K	Buy	863 +219	+34%	+$8.55K	﹤0.01%	1750
2025 Q3	$24.2K	Buy	644 +146	+29%	+$5.43K	﹤0.01%	1735
2025 Q2	$18.7K	Sell	498 -188	-27%	-$7.42K	﹤0.01%	1580
2025 Q1	$28.1K	Sell	686 -172	-20%	-$6.53K	﹤0.01%	1434
2024 Q4	$31.5K	Buy	858 +464	+118%	+$17.4K	﹤0.01%	1404
2024 Q3	$15.3K	Sell	394 -91	-19%	-$3.44K	﹤0.01%	1509
2024 Q2	$16.7K	Buy	485 +289	+147%	+$10.3K	﹤0.01%	1123
2024 Q1	$6.8K	Buy	+196	New	+$6.68K	﹤0.01%	1117

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