LGT Financial Advisors’s Avista AVA Stock Holding History

LGT Financial Advisors’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	-4	Closed	-$152	–	408
2025 Q2	$152	Buy	+4	New	+$158	﹤0.01%	560

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LGT Financial Advisors's AVA Position: Q3 2025 in Review

LGT Financial Advisors sold out of Avista (AVA) in Q3 2025, closing a stake of 4 shares — an estimated $152 sold.

LGT Financial Advisors first reported a position in AVA in Q2 2025 and held it in 1 quarter. The position peaked at $152 in Q2 2025. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

LGT Financial Advisors reported no remaining Avista position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 4 Avista shares in Q3 2025, an estimated $152.
LGT Financial Advisors first reported a position in Avista in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's Avista position peaked at $152 in Q2 2025.
380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.