SC
AVA icon

Stephens Consulting’s Avista AVA Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-20
Closed -$838 – 1273
2025
Q1 		$838 Buy
+20
New +$759 ﹤0.01% 731

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stephens Consulting's AVA Position: Q2 2025 in Review

Stephens Consulting sold out of Avista (AVA) in Q2 2025, closing a stake of 20 shares — an estimated $838 sold.

Stephens Consulting first reported a position in AVA in Q1 2025 and held it in 1 quarter. The position peaked at $838 in Q1 2025. 371 funds tracked by Wall St. Rank hold AVA as of Q2 2025.

  • Stephens Consulting reported no remaining Avista position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 Avista shares in Q2 2025, an estimated $838.
  • Stephens Consulting first reported a position in Avista in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Avista position peaked at $838 in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Avista as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.