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Moloney Securities Asset Management’s Avista AVA Stock Holding History

Moloney Securities 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 		$320K Buy
8,468
+213
+3% +$7.92K 0.04% 351
2025
Q2 		$313K Buy
+8,255
New +$326K 0.04% 354

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

Moloney Securities Asset Management's AVA Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Avista (AVA) stake by 2.6% in Q3 2025, buying an estimated $7.92K and bringing the position to 8,468 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #351.

Moloney Securities Asset Management first reported a position in AVA in Q2 2025 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

  • Moloney Securities Asset Management held 8,468 shares of Avista worth $320K as of Q3 2025.
  • Moloney Securities Asset Management bought 213 Avista shares in Q3 2025, an estimated $7.92K.
  • Avista made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #351 holding.
  • Moloney Securities Asset Management first reported a position in Avista in Q2 2025 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.