EWA
AVA icon

EP Wealth Advisors’s Avista AVA Stock Holding History

EP Wealth 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
Q1 		– Sell
-6,271
Closed -$230K – 1289
2024
Q4 		$230K Buy
6,271
+575
+10% +$21.6K ﹤0.01% 1000
2024
Q3 		$221K Buy
+5,696
New +$215K ﹤0.01% 995

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EP Wealth Advisors's AVA Position: Q1 2025 in Review

EP Wealth Advisors sold out of Avista (AVA) in Q1 2025, closing a stake of 6,271 shares — an estimated $230K sold.

EP Wealth Advisors first reported a position in AVA in Q3 2024 and held it in 2 quarters. The position peaked at $230K in Q4 2024. 374 funds tracked by Wall St. Rank hold AVA as of Q1 2025.

  • EP Wealth Advisors reported no remaining Avista position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 6,271 Avista shares in Q1 2025, an estimated $230K.
  • EP Wealth Advisors first reported a position in Avista in Q3 2024 and held it in 2 quarters.
  • EP Wealth Advisors's Avista position peaked at $230K in Q4 2024.
  • 374 funds tracked by Wall St. Rank held Avista as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.