True Wealth Design
AVA icon

True Wealth Design’s Avista AVA Stock Holding History

True Wealth Design’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
Q3 		$386 Sell
11
-101
-90% -$3.92K ﹤0.01% 2208
2026
Q2 		$4.58K Buy
112
+54
+93% +$2.22K ﹤0.01% 1368
2026
Q1 		$2.33K Hold
58
– – ﹤0.01% 1481
2025
Q4 		$2.24K Hold
58
– – ﹤0.01% 1412
2025
Q3 		$2.19K Buy
58
+56
+2,800% +$2.08K ﹤0.01% 1420
2025
Q2 		$76 Hold
2
– – ﹤0.01% 2303
2025
Q1 		$84 Hold
2
– – ﹤0.01% 2256
2024
Q4 		$74 Buy
+2
New +$75 ﹤0.01% 1295

Other funds holding AVA

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Richards, Merrill & Peterson
Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

True Wealth Design's AVA Position: Q3 2026 in Review

True Wealth Design reduced its Avista (AVA) stake by 90% in Q3 2026, selling an estimated $3.92K and leaving 11 shares worth $386. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

True Wealth Design first reported a position in AVA in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.58K in Q2 2026. 58 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • True Wealth Design held 11 shares of Avista worth $386 as of Q3 2026.
  • True Wealth Design sold 101 Avista shares in Q3 2026, an estimated $3.92K.
  • Avista made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2208 holding.
  • True Wealth Design first reported a position in Avista in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Avista position peaked at $4.58K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.