RAFFA WEALTH MANAGEMENT, LLC’s Avista AVA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$41	Hold	1	–	–	﹤0.01%	1528
2026 Q1	$40	Buy	+1	New	+$40	﹤0.01%	1422
2017 Q1	–	Sell	-38	Closed	-$1.52K	–	414
2016 Q4	$1.52K	Hold	38	–	–	﹤0.01%	322
2016 Q3	$1.59K	Hold	38	–	–	﹤0.01%	312
2016 Q2	$1.7K	Hold	38	–	–	﹤0.01%	286
2016 Q1	$1.55K	Hold	38	–	–	﹤0.01%	299
2015 Q4	$1.34K	Hold	38	–	–	﹤0.01%	321
2015 Q3	$1.26K	Hold	38	–	–	﹤0.01%	336
2015 Q2	$1.17K	Hold	38	–	–	﹤0.01%	351
2015 Q1	$1.3K	Hold	38	–	–	﹤0.01%	331
2014 Q4	$1.34K	Hold	38	–	–	﹤0.01%	297
2014 Q3	$1.16K	Buy	+38	New	+$1.21K	﹤0.01%	319
2014 Q1	–	Sell	-38	Closed	-$1.34K	–	307
2013 Q4	$1.34K	Buy	+38	New	+$1.04K	﹤0.01%	297

Other funds holding AVA

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AVA Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Avista (AVA) position steady in Q2 2026 at 1 share worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AVA in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.7K in Q2 2016. 103 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of Avista worth $41 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Avista share count unchanged in Q2 2026.
Avista made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1528 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Avista in Q4 2013 and has held it in 13 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Avista position peaked at $1.7K in Q2 2016.
103 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.