Lazard Asset Management
AVA icon

Lazard Asset Management’s Avista AVA Stock Holding History

Lazard Asset 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 		– Sell
-1,949
Closed -$73K – 1850
2025
Q2 		$73K Buy
1,949
+731
+60% +$28.8K ﹤0.01% 1935
2025
Q1 		$50K Buy
+1,218
New +$46.2K ﹤0.01% 1990
2024
Q4 		– Sell
-29
Closed -$1K – 2281
2024
Q3 		$1K Sell
29
-1,450
-98% -$54.8K ﹤0.01% 2121
2024
Q2 		$51K Buy
+1,479
New +$52.9K ﹤0.01% 1929
2022
Q2 		– Sell
-1,540
Closed -$69K – 2378
2022
Q1 		$69K Buy
1,540
+986
+178% +$43.4K ﹤0.01% 1568
2021
Q4 		$23K Buy
+554
New +$22.3K ﹤0.01% 2019

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

Lazard Asset Management's AVA Position: Q3 2025 in Review

Lazard Asset Management sold out of Avista (AVA) in Q3 2025, closing a stake of 1,949 shares — an estimated $73K sold.

Lazard Asset Management first reported a position in AVA in Q4 2021 and held it in 6 quarters. The position peaked at $73K in Q2 2025. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

  • Lazard Asset Management reported no remaining Avista position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 1,949 Avista shares in Q3 2025, an estimated $73K.
  • Lazard Asset Management first reported a position in Avista in Q4 2021 and held it in 6 quarters.
  • Lazard Asset Management's Avista position peaked at $73K in Q2 2025.
  • 380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.