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IMS Capital Management’s Avista AVA Stock Holding History

IMS Capital 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 		$296K Buy
7,821
+150
+2% +$5.58K 0.14% 117
2025
Q2 		$291K Buy
7,671
+12
+0.2% +$473 0.14% 120
2025
Q1 		$321K Sell
7,659
-5,712
-43% -$217K 0.16% 106
2024
Q4 		$490K Buy
13,371
+3,340
+33% +$125K 0.23% 88
2024
Q3 		$389K Buy
10,031
+97
+1% +$3.67K 0.17% 102
2024
Q2 		$383K Buy
9,934
+107
+1% +$3.82K 0.18% 101
2024
Q1 		$344K Buy
+9,827
New +$335K 0.16% 105

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

IMS Capital Management's AVA Position: Q3 2025 in Review

IMS Capital Management increased its Avista (AVA) stake by 2% in Q3 2025, buying an estimated $5.58K and bringing the position to 7,821 shares worth $296K. The position accounts for 0.14% of the portfolio, ranked #117.

IMS Capital Management first reported a position in AVA in Q1 2024 and has held it in 7 quarters since. The position peaked at $490K in Q4 2024. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

  • IMS Capital Management held 7,821 shares of Avista worth $296K as of Q3 2025.
  • IMS Capital Management bought 150 Avista shares in Q3 2025, an estimated $5.58K.
  • Avista made up 0.14% of IMS Capital Management's portfolio in Q3 2025, its #117 holding.
  • IMS Capital Management first reported a position in Avista in Q1 2024 and has held it in 7 quarters since.
  • IMS Capital Management's Avista position peaked at $490K in Q4 2024.
  • 380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.