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SteelPeak Wealth’s Avista AVA Stock Holding History

SteelPeak Wealth’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 		– Sell
-5,845
Closed -$222K – 589
2025
Q2 		$222K Sell
5,845
-499
-8% -$19.7K 0.01% 479
2025
Q1 		$266K Sell
6,344
-86
-1% -$3.26K 0.01% 439
2024
Q4 		$236K Sell
6,430
-93
-1% -$3.49K 0.01% 463
2024
Q3 		$253K Buy
6,523
+117
+2% +$4.42K 0.01% 415
2024
Q2 		$222K Buy
+6,406
New +$229K 0.01% 444

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

SteelPeak Wealth's AVA Position: Q3 2025 in Review

SteelPeak Wealth sold out of Avista (AVA) in Q3 2025, closing a stake of 5,845 shares — an estimated $222K sold.

SteelPeak Wealth first reported a position in AVA in Q2 2024 and held it in 5 quarters. The position peaked at $266K in Q1 2025. 380 funds tracked by Wall St. Rank hold AVA as of Q3 2025.

  • SteelPeak Wealth reported no remaining Avista position as of Q3 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 5,845 Avista shares in Q3 2025, an estimated $222K.
  • SteelPeak Wealth first reported a position in Avista in Q2 2024 and held it in 5 quarters.
  • SteelPeak Wealth's Avista position peaked at $266K in Q1 2025.
  • 380 funds tracked by Wall St. Rank held Avista as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.