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SFI
Susquehanna Fundamental Investments’s
Avista
AVA
Stock Holding History
Susquehanna Fundamental Investments’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
-37,878
Closed
-$1.43M
–
568
2025
Q3
$1.43M
Sell
37,878
-34,700
-48%
-$1.29M
0.06%
279
2025
Q2
$2.75M
Hold
72,578
–
–
0.07%
282
2025
Q1
$3.04M
Buy
72,578
+16,175
+29%
+$614K
0.05%
423
2024
Q4
$2.07M
Buy
+56,403
New
+$2.12M
0.03%
517
2024
Q2
$2.45M
Hold
70,843
–
–
0.06%
361
2024
Q1
$2.48M
Buy
+70,843
New
+$2.41M
0.12%
207
2022
Q1
$2.69M
Buy
59,484
+21,489
+57%
+$947K
0.05%
477
2021
Q4
$1.61M
Sell
37,995
-26,847
-41%
-$1.08M
0.04%
495
2021
Q3
$2.54M
Buy
+64,842
New
+$2.72M
0.05%
525
2020
Q1
–
Sell
-14,500
Closed
-$697K
–
305
2019
Q4
$697K
Hold
14,500
–
–
0.09%
209
2019
Q3
$702K
Hold
14,500
–
–
0.09%
224
2019
Q2
$647K
Sell
14,500
-3,200
-18%
-$136K
0.08%
232
2019
Q1
$719K
Buy
+17,700
New
+$728K
0.08%
247
Other funds holding AVA
BlackRock
New York
$5.7T 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
WHG
Westwood Holdings Group
Dallas, Texas
$13.7B AUM
21.48%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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