Strategic Advocates’s Avista AVA Stock Holding History

Strategic Advocates’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 Q4	–	Sell	-2	Closed	-$76	–	638
2025 Q3	$76	Buy	+2	New	+$74	﹤0.01%	583

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Strategic Advocates's AVA Position: Q4 2025 in Review

Strategic Advocates sold out of Avista (AVA) in Q4 2025, closing a stake of 2 shares — an estimated $76 sold.

Strategic Advocates first reported a position in AVA in Q3 2025 and held it in 1 quarter. The position peaked at $76 in Q3 2025. 404 funds tracked by Wall St. Rank hold AVA as of Q4 2025.

Strategic Advocates reported no remaining Avista position as of Q4 2025 after selling out during the quarter.
Strategic Advocates sold 2 Avista shares in Q4 2025, an estimated $76.
Strategic Advocates first reported a position in Avista in Q3 2025 and held it in 1 quarter.
Strategic Advocates's Avista position peaked at $76 in Q3 2025.
404 funds tracked by Wall St. Rank held Avista as of Q4 2025.

Based on Strategic Advocates's 13F filing for Q4 2025, filed 11 Feb 2026.