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Demars Financial Group’s Avista AVA Stock Holding History

Demars Financial Group’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
-19,827
Closed -$752K – 95
2025
Q2 		$752K Sell
19,827
-662,832
-97% -$26.1M 0.29% 34
2025
Q1 		$16.3M Buy
682,659
+108,072
+19% +$4.1M 0.47% 24
2024
Q4 		$15.7M Buy
+574,587
New +$21.6M 0.51% 25
2020
Q2 		– Sell
-4,908
Closed -$209K – 62
2020
Q1 		$209K Buy
4,908
+17
+0.3% +$818 0.22% 50
2019
Q4 		$235K Buy
+4,891
New +$233K 0.21% 44

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

Demars Financial Group's AVA Position: Q3 2025 in Review

Demars Financial Group sold out of Avista (AVA) in Q3 2025, closing a stake of 19,827 shares — an estimated $752K sold.

Demars Financial Group first reported a position in AVA in Q4 2019 and held it in 5 quarters. The position peaked at $16.3M in Q1 2025. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

  • Demars Financial Group reported no remaining Avista position as of Q3 2025 after selling out during the quarter.
  • Demars Financial Group sold 19,827 Avista shares in Q3 2025, an estimated $752K.
  • Demars Financial Group first reported a position in Avista in Q4 2019 and held it in 5 quarters.
  • Demars Financial Group's Avista position peaked at $16.3M in Q1 2025.
  • 380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on Demars Financial Group's 13F filing for Q3 2025, filed 30 Oct 2025.