GeoWealth Management’s Avista AVA Stock Holding History

GeoWealth Management’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	-44	Closed	-$1.61K	–	1111
2024 Q4	$1.61K	Sell	44 -25	-36%	-$939	﹤0.01%	1665
2024 Q3	$2.67K	Buy	+69	New	+$2.61K	﹤0.01%	1531

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

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

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

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 New York $240B AUM 35.51% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GeoWealth Management's AVA Position: Q1 2025 in Review

GeoWealth Management sold out of Avista (AVA) in Q1 2025, closing a stake of 44 shares — an estimated $1.61K sold.

GeoWealth Management first reported a position in AVA in Q3 2024 and held it in 2 quarters. The position peaked at $2.67K in Q3 2024. 374 funds tracked by Wall St. Rank hold AVA as of Q1 2025.

GeoWealth Management reported no remaining Avista position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 44 Avista shares in Q1 2025, an estimated $1.61K.
GeoWealth Management first reported a position in Avista in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Avista position peaked at $2.67K in Q3 2024.
374 funds tracked by Wall St. Rank held Avista as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.