NRD
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Nebula Research & Development’s Avista AVA Stock Holding History

Nebula Research & Development’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
-22,430
Closed -$851K – 89
2025
Q2 		$851K Sell
22,430
-24,751
-52% -$976K 0.07% 460
2025
Q1 		$1.98M Buy
+47,181
New +$1.79M 0.18% 166

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

Nebula Research & Development's AVA Position: Q3 2025 in Review

Nebula Research & Development sold out of Avista (AVA) in Q3 2025, closing a stake of 22,430 shares — an estimated $851K sold.

Nebula Research & Development first reported a position in AVA in Q1 2025 and held it in 2 quarters. The position peaked at $1.98M in Q1 2025. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

  • Nebula Research & Development reported no remaining Avista position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 22,430 Avista shares in Q3 2025, an estimated $851K.
  • Nebula Research & Development first reported a position in Avista in Q1 2025 and held it in 2 quarters.
  • Nebula Research & Development's Avista position peaked at $1.98M in Q1 2025.
  • 380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.