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SPC Financial Inc’s Avista AVA Stock Holding History

SPC Financial Inc’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 		$450K Hold
11,900
– – 0.04% 182
2025
Q2 		$452K Buy
11,900
+500
+4% +$19.7K 0.04% 173
2025
Q1 		$477K Buy
11,400
+200
+2% +$7.59K 0.04% 170
2024
Q4 		$410K Buy
11,200
+400
+4% +$15K 0.04% 188
2024
Q3 		$419K Sell
10,800
-200
-2% -$7.56K 0.04% 190
2024
Q2 		$381K Buy
11,000
+1,800
+20% +$64.3K 0.04% 181
2024
Q1 		$322K Buy
9,200
+2,200
+31% +$74.9K 0.03% 189
2023
Q4 		$250K Buy
+7,000
New +$237K 0.03% 198

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SPC Financial Inc's AVA Position: Q3 2025 in Review

SPC Financial Inc held its Avista (AVA) position steady in Q3 2025 at 11,900 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #182.

SPC Financial Inc first reported a position in AVA in Q4 2023 and has held it in 8 quarters since. The position peaked at $477K in Q1 2025. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

  • SPC Financial Inc held 11,900 shares of Avista worth $450K as of Q3 2025.
  • SPC Financial Inc left its Avista share count unchanged in Q3 2025.
  • Avista made up 0.04% of SPC Financial Inc's portfolio in Q3 2025, its #182 holding.
  • SPC Financial Inc first reported a position in Avista in Q4 2023 and has held it in 8 quarters since.
  • SPC Financial Inc's Avista position peaked at $477K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.