WBI Investments’s Avista AVA Stock Holding History

WBI Investments’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	-12,666	Closed	-$508K	–	293
2026 Q1	$508K	Buy	+12,666	New	+$511K	0.14%	188

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

WBI Investments's AVA Position: Q2 2026 in Review

WBI Investments sold out of Avista (AVA) in Q2 2026, closing a stake of 12,666 shares — an estimated $508K sold.

WBI Investments first reported a position in AVA in Q1 2026 and held it in 1 quarter. The position peaked at $508K in Q1 2026. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

WBI Investments reported no remaining Avista position as of Q2 2026 after selling out during the quarter.
WBI Investments sold 12,666 Avista shares in Q2 2026, an estimated $508K.
WBI Investments first reported a position in Avista in Q1 2026 and held it in 1 quarter.
WBI Investments's Avista position peaked at $508K in Q1 2026.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.