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Hemington Wealth Management’s Avista AVA Stock Holding History

Hemington Wealth 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
Q3 		$8K Sell
231
-32
-12% -$1.19K ﹤0.01% 950
2025
Q2 		$9K Sell
263
-16
-6% -$631 ﹤0.01% 880
2025
Q1 		$11K Buy
279
+21
+8% +$797 ﹤0.01% 772
2024
Q4 		$9K Buy
258
+4
+2% +$150 ﹤0.01% 789
2024
Q3 		$9K Buy
+254
New +$9.6K ﹤0.01% 729

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

Hemington Wealth Management's AVA Position: Q3 2025 in Review

Hemington Wealth Management reduced its Avista (AVA) stake by 12% in Q3 2025, selling an estimated $1.19K and leaving 231 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Hemington Wealth Management first reported a position in AVA in Q3 2024 and has held it in 5 quarters since. The position peaked at $11K in Q1 2025. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

  • Hemington Wealth Management held 231 shares of Avista worth $8K as of Q3 2025.
  • Hemington Wealth Management sold 32 Avista shares in Q3 2025, an estimated $1.19K.
  • Avista made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #950 holding.
  • Hemington Wealth Management first reported a position in Avista in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Avista position peaked at $11K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.