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SVB Wealth’s Avista AVA Stock Holding History

SVB 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
Q2 		– Sell
-225
Closed -$9.42K – 580
2025
Q1 		$9.42K Buy
+225
New +$8.54K ﹤0.01% 897

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

SVB Wealth's AVA Position: Q2 2025 in Review

SVB Wealth sold out of Avista (AVA) in Q2 2025, closing a stake of 225 shares — an estimated $9.42K sold.

SVB Wealth first reported a position in AVA in Q1 2025 and held it in 1 quarter. The position peaked at $9.42K in Q1 2025. 371 funds tracked by Wall St. Rank hold AVA as of Q2 2025.

  • SVB Wealth reported no remaining Avista position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 225 Avista shares in Q2 2025, an estimated $9.42K.
  • SVB Wealth first reported a position in Avista in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Avista position peaked at $9.42K in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Avista as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.