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	0.04%	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 $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

Susquehanna Fundamental Investments's AVA Position: Q4 2025 in Review

Susquehanna Fundamental Investments sold out of Avista (AVA) in Q4 2025, closing a stake of 37,878 shares — an estimated $1.43M sold.

Susquehanna Fundamental Investments first reported a position in AVA in Q1 2019 and held it in 13 quarters. The position peaked at $3.04M in Q1 2025. 404 funds tracked by Wall St. Rank hold AVA as of Q4 2025.

Susquehanna Fundamental Investments reported no remaining Avista position as of Q4 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 37,878 Avista shares in Q4 2025, an estimated $1.43M.
Susquehanna Fundamental Investments first reported a position in Avista in Q1 2019 and held it in 13 quarters.
Susquehanna Fundamental Investments's Avista position peaked at $3.04M in Q1 2025.
404 funds tracked by Wall St. Rank held Avista as of Q4 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2025, filed 17 Feb 2026.