PWM
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Parkworth Wealth Management’s Avista AVA Stock Holding History

Parkworth 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
Q2 		$304 Buy
8
+7
+700% +$276 ﹤0.01% 791
2025
Q1 		$42 Hold
1
– – ﹤0.01% 1129
2024
Q4 		$37 Buy
+1
New +$38 ﹤0.01% 1195

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Parkworth Wealth Management's AVA Position: Q2 2025 in Review

Parkworth Wealth Management increased its Avista (AVA) stake by 700% in Q2 2025, buying an estimated $276 and bringing the position to 8 shares worth $304. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Parkworth Wealth Management first reported a position in AVA in Q4 2024 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold AVA as of Q2 2025.

  • Parkworth Wealth Management held 8 shares of Avista worth $304 as of Q2 2025.
  • Parkworth Wealth Management bought 7 Avista shares in Q2 2025, an estimated $276.
  • Avista made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #791 holding.
  • Parkworth Wealth Management first reported a position in Avista in Q4 2024 and has held it in 3 quarters since.
  • 371 funds tracked by Wall St. Rank held Avista as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.