AAS
AVA icon

Avantax Advisory Services’s Avista AVA Stock Holding History

Avantax 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
Q2 		$220K Sell
5,800
-632
-10% -$24.9K ﹤0.01% 2140
2025
Q1 		$269K Buy
6,432
+186
+3% +$7.06K ﹤0.01% 1909
2024
Q4 		$229K Sell
6,246
-374
-6% -$14K ﹤0.01% 1970
2024
Q3 		$257K Sell
6,620
-1
-0% -$38 ﹤0.01% 1867
2024
Q2 		$229K Buy
+6,621
New +$237K ﹤0.01% 1878

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avantax Advisory Services's AVA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Avista (AVA) stake by 9.8% in Q2 2025, selling an estimated $24.9K and leaving 5,800 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Avantax Advisory Services first reported a position in AVA in Q2 2024 and has held it in 5 quarters since. The position peaked at $269K in Q1 2025. 371 funds tracked by Wall St. Rank hold AVA as of Q2 2025.

  • Avantax Advisory Services held 5,800 shares of Avista worth $220K as of Q2 2025.
  • Avantax Advisory Services sold 632 Avista shares in Q2 2025, an estimated $24.9K.
  • Avista made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2140 holding.
  • Avantax Advisory Services first reported a position in Avista in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Avista position peaked at $269K in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Avista as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.