Truvestments Capital’s Avista AVA Stock Holding History

Truvestments Capital’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	–	Sell	-14	Closed	-$562	–	1156
2026 Q1	$562	Buy	+14	New	+$565	﹤0.01%	1083

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

Truvestments Capital's AVA Position: Q2 2026 in Review

Truvestments Capital sold out of Avista (AVA) in Q2 2026, closing a stake of 14 shares — an estimated $562 sold.

Truvestments Capital first reported a position in AVA in Q1 2026 and held it in 1 quarter. The position peaked at $562 in Q1 2026. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

Truvestments Capital reported no remaining Avista position as of Q2 2026 after selling out during the quarter.
Truvestments Capital sold 14 Avista shares in Q2 2026, an estimated $562.
Truvestments Capital first reported a position in Avista in Q1 2026 and held it in 1 quarter.
Truvestments Capital's Avista position peaked at $562 in Q1 2026.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.