Financiere des Professionnels’s Avista AVA Stock Holding History

Financiere des Professionnels’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	-3,791	Closed	-$144K	–	370
2025 Q2	$144K	Buy	+3,791	New	+$150K	0.01%	354

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financiere des Professionnels's AVA Position: Q3 2025 in Review

Financiere des Professionnels sold out of Avista (AVA) in Q3 2025, closing a stake of 3,791 shares — an estimated $144K sold.

Financiere des Professionnels first reported a position in AVA in Q2 2025 and held it in 1 quarter. The position peaked at $144K in Q2 2025. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

Financiere des Professionnels reported no remaining Avista position as of Q3 2025 after selling out during the quarter.
Financiere des Professionnels sold 3,791 Avista shares in Q3 2025, an estimated $144K.
Financiere des Professionnels first reported a position in Avista in Q2 2025 and held it in 1 quarter.
Financiere des Professionnels's Avista position peaked at $144K in Q2 2025.
380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on Financiere des Professionnels's 13F filing for Q3 2025, filed 21 Oct 2025.