SageView Advisory Group’s Avista AVA Stock Holding History

SageView 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	-222	Closed	-$8.56K	–	719
2025 Q4	$8.56K	Buy	+222	New	+$8.67K	﹤0.01%	1773

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SageView Advisory Group's AVA Position: Q1 2026 in Review

SageView Advisory Group sold out of Avista (AVA) in Q1 2026, closing a stake of 222 shares — an estimated $8.56K sold.

SageView Advisory Group first reported a position in AVA in Q4 2025 and held it in 1 quarter. The position peaked at $8.56K in Q4 2025. 405 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

SageView Advisory Group reported no remaining Avista position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 222 Avista shares in Q1 2026, an estimated $8.56K.
SageView Advisory Group first reported a position in Avista in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Avista position peaked at $8.56K in Q4 2025.
405 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.