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Safeguard Investment Advisory Group’s Avista AVA Stock Holding History

Safeguard Investment Advisory Group’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
2026
Q1 		– Sell
-5,227
Closed -$201K – 145
2025
Q4 		$201K Buy
+5,227
New +$204K 0.05% 142

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Safeguard Investment Advisory Group's AVA Position: Q1 2026 in Review

Safeguard Investment Advisory Group sold out of Avista (AVA) in Q1 2026, closing a stake of 5,227 shares — an estimated $201K sold.

Safeguard Investment Advisory Group first reported a position in AVA in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 405 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Safeguard Investment Advisory Group reported no remaining Avista position as of Q1 2026 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 5,227 Avista shares in Q1 2026, an estimated $201K.
  • Safeguard Investment Advisory Group first reported a position in Avista in Q4 2025 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Avista position peaked at $201K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.