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 Q2	$361K	Sell	8,824 -2,875	-25%	-$118K	0.01%	793
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 $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

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

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

Sowell Financial Services's AVA Position: Q2 2026 in Review

Sowell Financial Services reduced its Avista (AVA) stake by 25% in Q2 2026, selling an estimated $118K and leaving 8,824 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #793.

Sowell Financial Services first reported a position in AVA in Q3 2019 and has held it in 13 quarters since. The position peaked at $482K in Q4 2025. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Sowell Financial Services held 8,824 shares of Avista worth $361K as of Q2 2026.
Sowell Financial Services sold 2,875 Avista shares in Q2 2026, an estimated $118K.
Avista made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #793 holding.
Sowell Financial Services first reported a position in Avista in Q3 2019 and has held it in 13 quarters since.
Sowell Financial Services's Avista position peaked at $482K in Q4 2025.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.