TwinBeech Capital’s Avista AVA Stock Holding History

TwinBeech 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 Q1	$739K	Sell	18,400 -46,987	-72%	-$1.9M	0.08%	305
2025 Q4	$2.52M	Buy	65,387 +52,282	+399%	+$2.04M	0.18%	157
2025 Q3	$496K	Buy	13,105 +6,183	+89%	+$230K	0.02%	396
2025 Q2	$263K	Sell	6,922 -20,605	-75%	-$813K	0.01%	569
2025 Q1	$1.15M	Buy	+27,527	New	+$1.04M	0.02%	469
2024 Q4	–	Sell	-17,610	Closed	-$682K	–	616
2024 Q3	$682K	Buy	+17,610	New	+$666K	0.01%	547
2024 Q1	–	Sell	-47,811	Closed	-$1.71M	–	550
2023 Q4	$1.71M	Buy	47,811 +10,039	+27%	+$340K	0.03%	426
2023 Q3	$1.22M	Sell	37,772 -74,711	-66%	-$2.67M	0.02%	470
2023 Q2	$4.42M	Buy	+112,483	New	+$4.77M	0.09%	259
2020 Q4	–	Sell	-11,333	Closed	-$387K	–	427
2020 Q3	$387K	Buy	+11,333	New	+$410K	0.08%	311

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TwinBeech Capital's AVA Position: Q1 2026 in Review

TwinBeech Capital reduced its Avista (AVA) stake by 72% in Q1 2026, selling an estimated $1.9M and leaving 18,400 shares worth $739K. The position accounts for 0.08% of the portfolio, ranked #305.

TwinBeech Capital first reported a position in AVA in Q3 2020 and has held it in 10 quarters since. The position peaked at $4.42M in Q2 2023. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

TwinBeech Capital held 18,400 shares of Avista worth $739K as of Q1 2026.
TwinBeech Capital sold 46,987 Avista shares in Q1 2026, an estimated $1.9M.
Avista made up 0.08% of TwinBeech Capital's portfolio in Q1 2026, its #305 holding.
TwinBeech Capital first reported a position in Avista in Q3 2020 and has held it in 10 quarters since.
TwinBeech Capital's Avista position peaked at $4.42M in Q2 2023.
403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.