Sowell Financial Services’s Avista AVA Stock Holding History

Sowell Financial Services’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	$470K	Sell	11,699 -813	-6%	-$32.8K	0.02%	654
2025 Q4	$482K	Buy	12,512 +1,463	+13%	+$57.1K	0.02%	658
2025 Q3	$418K	Buy	11,049 +2,233	+25%	+$83K	0.02%	688
2025 Q2	$335K	Buy	8,816 +900	+11%	+$35.5K	0.01%	739
2025 Q1	$331K	Buy	+7,916	New	+$300K	0.02%	719
2021 Q2	–	Sell	-755	Closed	-$36K	–	688
2021 Q1	$36K	Buy	755 +221	+41%	+$9.1K	﹤0.01%	1791
2020 Q4	$21K	Sell	534 -244	-31%	-$8.96K	﹤0.01%	1713
2020 Q3	$27K	Sell	778 -151	-16%	-$5.47K	﹤0.01%	1423
2020 Q2	$34K	Sell	929 -1	-0.1%	-$40	﹤0.01%	1287
2020 Q1	$40K	Sell	930 -93	-9%	-$4.48K	﹤0.01%	1123
2019 Q4	$49K	Buy	1,023 +606	+145%	+$28.9K	﹤0.01%	1152
2019 Q3	$20K	Buy	+417	New	+$19.4K	﹤0.01%	1271

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