KWM
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Kingsview Wealth Management’s Avista AVA Stock Holding History

Kingsview 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
Q4 		– Sell
-93,605
Closed -$3.54M – 1238
2025
Q3 		$3.54M Buy
93,605
+7,924
+9% +$295K 0.05% 336
2025
Q2 		$3.25M Buy
+85,681
New +$3.38M 0.06% 328

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kingsview Wealth Management's AVA Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Avista (AVA) in Q4 2025, closing a stake of 93,605 shares — an estimated $3.54M sold.

Kingsview Wealth Management first reported a position in AVA in Q2 2025 and held it in 2 quarters. The position peaked at $3.54M in Q3 2025. 404 funds tracked by Wall St. Rank hold AVA as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Avista position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 93,605 Avista shares in Q4 2025, an estimated $3.54M.
  • Kingsview Wealth Management first reported a position in Avista in Q2 2025 and held it in 2 quarters.
  • Kingsview Wealth Management's Avista position peaked at $3.54M in Q3 2025.
  • 404 funds tracked by Wall St. Rank held Avista as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.