SIMG
AVA icon

Sonora Investment Management Group’s Avista AVA Stock Holding History

Sonora Investment Management 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
2025
Q3 		$375K Sell
9,915
-221
-2% -$8.21K 0.03% 201
2025
Q2 		$385K Buy
10,136
+221
+2% +$8.72K 0.03% 194
2025
Q1 		$415K Sell
9,915
-82
-0.8% -$3.11K 0.03% 181
2024
Q4 		$366K Hold
9,997
– – 0.03% 195
2024
Q3 		$387K Hold
9,997
– – 0.03% 194
2024
Q2 		$350K Hold
9,997
– – 0.03% 205
2024
Q1 		$350K Buy
+9,997
New +$341K 0.03% 206

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sonora Investment Management Group's AVA Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Avista (AVA) stake by 2.2% in Q3 2025, selling an estimated $8.21K and leaving 9,915 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #201.

Sonora Investment Management Group first reported a position in AVA in Q1 2024 and has held it in 7 quarters since. The position peaked at $415K in Q1 2025. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

  • Sonora Investment Management Group held 9,915 shares of Avista worth $375K as of Q3 2025.
  • Sonora Investment Management Group sold 221 Avista shares in Q3 2025, an estimated $8.21K.
  • Avista made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #201 holding.
  • Sonora Investment Management Group first reported a position in Avista in Q1 2024 and has held it in 7 quarters since.
  • Sonora Investment Management Group's Avista position peaked at $415K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.