Savant Capital’s Avista AVA Stock Holding History

Savant Capital’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 Q1	–	Sell	-6,636	Closed	-$243K	–	1106
2024 Q4	$243K	Buy	6,636 +122	+2%	+$4.58K	﹤0.01%	1217
2024 Q3	$252K	Buy	6,514 +66	+1%	+$2.5K	﹤0.01%	1166
2024 Q2	$223K	Buy	+6,448	New	+$230K	﹤0.01%	1097

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Savant Capital's AVA Position: Q1 2025 in Review

Savant Capital sold out of Avista (AVA) in Q1 2025, closing a stake of 6,636 shares — an estimated $243K sold.

Savant Capital first reported a position in AVA in Q2 2024 and held it in 3 quarters. The position peaked at $252K in Q3 2024. 374 funds tracked by Wall St. Rank hold AVA as of Q1 2025.

Savant Capital reported no remaining Avista position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 6,636 Avista shares in Q1 2025, an estimated $243K.
Savant Capital first reported a position in Avista in Q2 2024 and held it in 3 quarters.
Savant Capital's Avista position peaked at $252K in Q3 2024.
374 funds tracked by Wall St. Rank held Avista as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.