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Annis Gardner Whiting Capital Advisors’s Avista AVA Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q3 		– Sell
-34
Closed -$1.29K – 1198
2025
Q2 		$1.29K Buy
+34
New +$1.34K ﹤0.01% 1036

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's AVA Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Avista (AVA) in Q3 2025, closing a stake of 34 shares — an estimated $1.29K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AVA in Q2 2025 and held it in 1 quarter. The position peaked at $1.29K in Q2 2025. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Avista position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 34 Avista shares in Q3 2025, an estimated $1.29K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Avista in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Avista position peaked at $1.29K in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.