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Horizon Investment Services’s Avista AVA Stock Holding History

Horizon Investment Services’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
-7,748
Closed -$284K – 113
2024
Q4 		$284K Buy
7,748
+762
+11% +$28.6K 0.12% 104
2024
Q3 		$271K Buy
+6,986
New +$264K 0.12% 103
2017
Q1 		– Sell
-19,347
Closed -$774K – 113
2016
Q4 		$774K Sell
19,347
-222
-1% -$8.98K 0.37% 58
2016
Q3 		$818K Buy
19,569
+767
+4% +$32.6K 0.42% 52
2016
Q2 		$842K Buy
18,802
+614
+3% +$25.2K 0.43% 51
2016
Q1 		$742K Buy
18,188
+1,061
+6% +$39.9K 0.34% 54
2015
Q4 		$606K Buy
17,127
+1,699
+11% +$58.2K 0.26% 66
2015
Q3 		$513K Sell
15,428
-45
-0.3% -$1.44K 0.25% 61
2015
Q2 		$474K Buy
15,473
+219
+1% +$7.06K 0.19% 68
2015
Q1 		$521K Buy
15,254
+1,847
+14% +$64.5K 0.22% 65
2014
Q4 		$474K Buy
13,407
+1,200
+10% +$40.9K 0.22% 69
2014
Q3 		$373K Sell
12,207
-413
-3% -$13.2K 0.19% 75
2014
Q2 		$423K Buy
12,620
+517
+4% +$16.4K 0.21% 69
2014
Q1 		$389K Buy
+12,103
New +$352K 0.21% 64

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Horizon Investment Services's AVA Position: Q1 2025 in Review

Horizon Investment Services sold out of Avista (AVA) in Q1 2025, closing a stake of 7,748 shares — an estimated $284K sold.

Horizon Investment Services first reported a position in AVA in Q1 2014 and held it in 14 quarters. The position peaked at $842K in Q2 2016. 374 funds tracked by Wall St. Rank hold AVA as of Q1 2025.

  • Horizon Investment Services reported no remaining Avista position as of Q1 2025 after selling out during the quarter.
  • Horizon Investment Services sold 7,748 Avista shares in Q1 2025, an estimated $284K.
  • Horizon Investment Services first reported a position in Avista in Q1 2014 and held it in 14 quarters.
  • Horizon Investment Services's Avista position peaked at $842K in Q2 2016.
  • 374 funds tracked by Wall St. Rank held Avista as of Q1 2025.

Based on Horizon Investment Services's 13F filing for Q1 2025, filed 5 May 2025.