GLA
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Great Lakes Advisors’s Avista AVA Stock Holding History

Great Lakes 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
Q3 		– Sell
-11,781
Closed -$447K – 800
2025
Q2 		$447K Sell
11,781
-259
-2% -$10.2K ﹤0.01% 631
2025
Q1 		$504K Sell
12,040
-558
-4% -$21.2K ﹤0.01% 605
2024
Q4 		$461K Sell
12,598
-10
-0.1% -$376 ﹤0.01% 663
2024
Q3 		$489K Hold
12,608
– – ﹤0.01% 660
2024
Q2 		$436K Buy
+12,608
New +$451K ﹤0.01% 677

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

Great Lakes Advisors's AVA Position: Q3 2025 in Review

Great Lakes Advisors sold out of Avista (AVA) in Q3 2025, closing a stake of 11,781 shares — an estimated $447K sold.

Great Lakes Advisors first reported a position in AVA in Q2 2024 and held it in 5 quarters. The position peaked at $504K in Q1 2025. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

  • Great Lakes Advisors reported no remaining Avista position as of Q3 2025 after selling out during the quarter.
  • Great Lakes Advisors sold 11,781 Avista shares in Q3 2025, an estimated $447K.
  • Great Lakes Advisors first reported a position in Avista in Q2 2024 and held it in 5 quarters.
  • Great Lakes Advisors's Avista position peaked at $504K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on Great Lakes Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.