Spectrum Wealth Counsel’s Avista AVA Stock Holding History

Spectrum Wealth Counsel’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	$2.51K	Hold	60	–	–	﹤0.01%	274
2024 Q4	$2.2K	Hold	60	–	–	﹤0.01%	284
2024 Q3	$2.33K	Buy	+60	New	+$2.27K	﹤0.01%	313

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

Spectrum Wealth Counsel's AVA Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Avista (AVA) position steady in Q1 2025 at 60 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Spectrum Wealth Counsel first reported a position in AVA in Q3 2024 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold AVA as of Q1 2025.

Spectrum Wealth Counsel held 60 shares of Avista worth $2.51K as of Q1 2025.
Spectrum Wealth Counsel left its Avista share count unchanged in Q1 2025.
Avista made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #274 holding.
Spectrum Wealth Counsel first reported a position in Avista in Q3 2024 and has held it in 3 quarters since.
374 funds tracked by Wall St. Rank held Avista as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.