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Global Financial Private Client’s Avista AVA Stock Holding History

Global Financial Private Client’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
-11
Closed -$461 – 334
2025
Q1 		$461 Buy
11
+8
+267% +$304 ﹤0.01% 1307
2024
Q4 		$110 Buy
+3
New +$113 ﹤0.01% 1457

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

Global Financial Private Client's AVA Position: Q2 2025 in Review

Global Financial Private Client sold out of Avista (AVA) in Q2 2025, closing a stake of 11 shares — an estimated $461 sold.

Global Financial Private Client first reported a position in AVA in Q4 2024 and held it in 2 quarters. The position peaked at $461 in Q1 2025. 371 funds tracked by Wall St. Rank hold AVA as of Q2 2025.

  • Global Financial Private Client reported no remaining Avista position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 11 Avista shares in Q2 2025, an estimated $461.
  • Global Financial Private Client first reported a position in Avista in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Avista position peaked at $461 in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Avista as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.