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Twin Peaks Wealth Advisors’s Avista AVA Stock Holding History

Twin Peaks Wealth Advisors’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 		$14.6K Buy
+363
New +$14.7K ﹤0.01% 857
2025
Q3 		– Sell
-370
Closed -$14K – 323
2025
Q2 		$14K Buy
+370
New +$14.6K ﹤0.01% 755

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WHG
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Twin Peaks Wealth Advisors's AVA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Avista (AVA) in Q1 2026: 363 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #857 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AVA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AVA in Q2 2025 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 363 shares of Avista worth $14.6K as of Q1 2026.
  • Avista was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Avista made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #857 holding.
  • Twin Peaks Wealth Advisors first reported a position in Avista in Q2 2025 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.