TPCW
AVA icon

TD Private Client Wealth’s Avista AVA Stock Holding History

TD Private Client 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
-40
Closed -$1.68K – 1416
2025
Q1 		$1.68K Buy
+40
New +$1.52K ﹤0.01% 1214
2021
Q4 		– Sell
-8
Closed -$313 – 1172
2021
Q3 		$313 Hold
8
– – ﹤0.01% 1197
2021
Q2 		$341 Hold
8
– – ﹤0.01% 1207
2021
Q1 		$382 Hold
8
– – ﹤0.01% 1150
2020
Q4 		$321 Hold
8
– – ﹤0.01% 1114
2020
Q3 		$273 Hold
8
– – ﹤0.01% 1079
2020
Q2 		$291 Hold
8
– – ﹤0.01% 1075
2020
Q1 		$340 Hold
8
– – ﹤0.01% 999
2019
Q4 		$385 Buy
+8
New +$381 ﹤0.01% 1018

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

TD Private Client Wealth's AVA Position: Q2 2025 in Review

TD Private Client Wealth sold out of Avista (AVA) in Q2 2025, closing a stake of 40 shares — an estimated $1.68K sold.

TD Private Client Wealth first reported a position in AVA in Q4 2019 and held it in 9 quarters. The position peaked at $1.68K in Q1 2025. 371 funds tracked by Wall St. Rank hold AVA as of Q2 2025.

  • TD Private Client Wealth reported no remaining Avista position as of Q2 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 40 Avista shares in Q2 2025, an estimated $1.68K.
  • TD Private Client Wealth first reported a position in Avista in Q4 2019 and held it in 9 quarters.
  • TD Private Client Wealth's Avista position peaked at $1.68K in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Avista as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.