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Abound Wealth Management’s Avista AVA Stock Holding History

Abound Wealth Management’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
2025
Q4 		– Sell
-7
Closed -$265 – 1437
2025
Q3 		$265 Hold
7
– – ﹤0.01% 1041
2025
Q2 		$266 Hold
7
– – ﹤0.01% 954
2025
Q1 		$294 Hold
7
– – ﹤0.01% 875
2024
Q4 		$257 Hold
7
– – ﹤0.01% 948
2024
Q3 		$272 Hold
7
– – ﹤0.01% 1003
2024
Q2 		$243 Hold
7
– – ﹤0.01% 1047
2024
Q1 		$246 Hold
7
– – ﹤0.01% 1203
2023
Q4 		$251 Sell
7
-4
-36% -$136 ﹤0.01% 1233
2023
Q3 		$357 Hold
11
– – ﹤0.01% 934
2023
Q2 		$432 Buy
+11
New +$467 ﹤0.01% 896

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Abound Wealth Management's AVA Position: Q4 2025 in Review

Abound Wealth Management sold out of Avista (AVA) in Q4 2025, closing a stake of 7 shares — an estimated $265 sold.

Abound Wealth Management first reported a position in AVA in Q2 2023 and held it in 10 quarters. The position peaked at $432 in Q2 2023. 404 funds tracked by Wall St. Rank hold AVA as of Q4 2025.

  • Abound Wealth Management reported no remaining Avista position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 7 Avista shares in Q4 2025, an estimated $265.
  • Abound Wealth Management first reported a position in Avista in Q2 2023 and held it in 10 quarters.
  • Abound Wealth Management's Avista position peaked at $432 in Q2 2023.
  • 404 funds tracked by Wall St. Rank held Avista as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.