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Dean Investment Associates’s Avista AVA Stock Holding History

Dean Investment Associates’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 		– Sell
-68,145
Closed -$2.85M – 205
2025
Q1 		$2.85M Buy
68,145
+26,242
+63% +$996K 0.42% 116
2024
Q4 		$1.53M Sell
41,903
-51,379
-55% -$1.93M 0.22% 173
2024
Q3 		$3.61M Sell
93,282
-78,312
-46% -$2.96M 0.49% 77
2024
Q2 		$5.94M Sell
171,594
-11,332
-6% -$405K 0.84% 25
2024
Q1 		$6.41M Buy
182,926
+35,267
+24% +$1.2M 0.88% 25
2023
Q4 		$5.28M Buy
147,659
+46,049
+45% +$1.56M 0.75% 40
2023
Q3 		$3.29M Buy
101,610
+16,948
+20% +$605K 0.54% 73
2023
Q2 		$3.32M Sell
84,662
-3,939
-4% -$167K 0.54% 71
2023
Q1 		$3.76M Buy
88,601
+10,314
+13% +$427K 0.6% 62
2022
Q4 		$3.47M Buy
78,287
+4,728
+6% +$189K 0.59% 68
2022
Q3 		$2.73M Buy
73,559
+4,629
+7% +$194K 0.56% 69
2022
Q2 		$3M Sell
68,930
-2,942
-4% -$127K 0.58% 59
2022
Q1 		$3.25M Sell
71,872
-600
-0.8% -$26.4K 0.58% 63
2021
Q4 		$3.08M Buy
72,472
+1,760
+2% +$70.8K 0.54% 67
2021
Q3 		$2.77M Buy
70,712
+676
+1% +$28.3K 0.52% 68
2021
Q2 		$2.99M Buy
70,036
+1,014
+1% +$46.5K 0.55% 62
2021
Q1 		$3.3M Buy
69,022
+12,149
+21% +$500K 0.62% 46
2020
Q4 		$2.28M Buy
+56,873
New +$2.09M 0.47% 73
2020
Q1 		– Sell
-92,460
Closed -$4.45M – 225
2019
Q4 		$4.45M Sell
92,460
-13,205
-12% -$629K 0.7% 45
2019
Q3 		$5.12M Sell
105,665
-36,985
-26% -$1.72M 0.75% 46
2019
Q2 		$6.36M Buy
+142,650
New +$6.08M 0.91% 18
2018
Q1 		– Sell
-91,386
Closed -$4.71M – 205
2017
Q4 		$4.71M Sell
91,386
-35,070
-28% -$1.82M 0.72% 47
2017
Q3 		$6.55M Sell
126,456
-1,004
-0.8% -$50.2K 1% 20
2017
Q2 		$5.41M Buy
127,460
+3,426
+3% +$143K 0.82% 44
2017
Q1 		$4.84M Sell
124,034
-1,971
-2% -$77.2K 0.81% 52
2016
Q4 		$5.04M Buy
126,005
+397
+0.3% +$16.1K 0.86% 46
2016
Q3 		$5.25M Buy
125,608
+825
+0.7% +$35.1K 0.98% 26
2016
Q2 		$5.59M Sell
124,783
-244
-0.2% -$10K 1.09% 14
2016
Q1 		$5.1M Buy
125,027
+145
+0.1% +$5.46K 1.04% 20
2015
Q4 		$4.42M Sell
124,882
-1,793
-1% -$61.4K 0.97% 30
2015
Q3 		$4.21M Buy
126,675
+2,041
+2% +$65.2K 0.95% 33
2015
Q2 		$3.82M Sell
124,634
-229
-0.2% -$7.38K 0.87% 35
2015
Q1 		$4.27M Buy
124,863
+722
+0.6% +$25.2K 0.99% 31
2014
Q4 		$4.39M Sell
124,141
-46,775
-27% -$1.6M 1.02% 33
2014
Q3 		$5.22M Buy
170,916
+1,360
+0.8% +$43.4K 1.27% 17
2014
Q2 		$5.68M Buy
169,556
+83
+0% +$2.63K 1.31% 14
2014
Q1 		$5.19M Buy
169,473
+156,094
+1,167% +$4.54M 1.25% 15
2013
Q4 		$377K Buy
13,379
+883
+7% +$24.2K 0.09% 210
2013
Q3 		$330K Buy
12,496
+1,342
+12% +$36.8K 0.09% 212
2013
Q2 		$301K Buy
+11,154
New +$306K 0.09% 206

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

Dean Investment Associates's AVA Position: Q2 2025 in Review

Dean Investment Associates sold out of Avista (AVA) in Q2 2025, closing a stake of 68,145 shares — an estimated $2.85M sold.

Dean Investment Associates first reported a position in AVA in Q2 2013 and held it in 40 quarters. The position peaked at $6.55M in Q3 2017. 371 funds tracked by Wall St. Rank hold AVA as of Q2 2025.

  • Dean Investment Associates reported no remaining Avista position as of Q2 2025 after selling out during the quarter.
  • Dean Investment Associates sold 68,145 Avista shares in Q2 2025, an estimated $2.85M.
  • Dean Investment Associates first reported a position in Avista in Q2 2013 and held it in 40 quarters.
  • Dean Investment Associates's Avista position peaked at $6.55M in Q3 2017.
  • 371 funds tracked by Wall St. Rank held Avista as of Q2 2025.

Based on Dean Investment Associates's 13F filing for Q2 2025, filed 12 Aug 2025.