AAS
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Ameritas Advisory Services’s Avista AVA Stock Holding History

Ameritas Advisory Services’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
-230
Closed -$8.7K – 1002
2025
Q3 		$8.7K Sell
230
-654
-74% -$24.3K ﹤0.01% 1699
2025
Q2 		$33.5K Buy
+884
New +$34.9K ﹤0.01% 1494
2023
Q2 		– Sell
-230
Closed -$9.76K – 677
2023
Q1 		$9.76K Buy
+230
New +$9.52K ﹤0.01% 1903

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ameritas Advisory Services's AVA Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Avista (AVA) in Q4 2025, closing a stake of 230 shares — an estimated $8.7K sold.

Ameritas Advisory Services first reported a position in AVA in Q1 2023 and held it in 3 quarters. The position peaked at $33.5K in Q2 2025. 403 funds tracked by Wall St. Rank hold AVA as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Avista position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 230 Avista shares in Q4 2025, an estimated $8.7K.
  • Ameritas Advisory Services first reported a position in Avista in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Avista position peaked at $33.5K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Avista as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.