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Hexagon Capital Partners’s Avista AVA Stock Holding History

Hexagon Capital Partners’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
-546
Closed -$22.9K – 213
2025
Q1 		$22.9K Buy
546
+183
+50% +$6.95K ﹤0.01% 711
2024
Q4 		$13.3K Buy
363
+102
+39% +$3.83K ﹤0.01% 924
2024
Q3 		$10.1K Buy
261
+172
+193% +$6.5K ﹤0.01% 919
2024
Q2 		$3.08K Buy
89
+8
+10% +$286 ﹤0.01% 1091
2024
Q1 		$2.84K Sell
81
-34
-30% -$1.16K ﹤0.01% 1095
2023
Q4 		$4.11K Sell
115
-100
-47% -$3.39K ﹤0.01% 1009
2023
Q3 		$6.96K Buy
215
+42
+24% +$1.5K ﹤0.01% 827
2023
Q2 		$6.79K Buy
173
+3
+2% +$127 ﹤0.01% 840
2023
Q1 		$7.22K Buy
170
+79
+87% +$3.27K ﹤0.01% 818
2022
Q4 		$4.04K Buy
91
+77
+550% +$3.08K ﹤0.01% 953
2022
Q3 		$1K Buy
+14
New +$586 ﹤0.01% 1175

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

Hexagon Capital Partners's AVA Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Avista (AVA) in Q2 2025, closing a stake of 546 shares — an estimated $22.9K sold.

Hexagon Capital Partners first reported a position in AVA in Q3 2022 and held it in 11 quarters. The position peaked at $22.9K in Q1 2025. 371 funds tracked by Wall St. Rank hold AVA as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Avista position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 546 Avista shares in Q2 2025, an estimated $22.9K.
  • Hexagon Capital Partners first reported a position in Avista in Q3 2022 and held it in 11 quarters.
  • Hexagon Capital Partners's Avista position peaked at $22.9K in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Avista as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.