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Tortoise Capital Advisors’s Avista AVA Stock Holding History

Tortoise Capital Advisors’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
2024
Q4 		– Sell
-333,481
Closed -$12.9M – 54
2024
Q3 		$12.9M Sell
333,481
-359,463
-52% -$13.6M 0.17% 50
2024
Q2 		$24M Buy
692,944
+83,127
+14% +$2.97M 0.32% 35
2024
Q1 		$21.4M Buy
609,817
+324,985
+114% +$11.1M 0.3% 40
2023
Q4 		$10.2M Buy
+284,832
New +$9.65M 0.16% 54

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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tortoise Capital Advisors's AVA Position: Q4 2024 in Review

Tortoise Capital Advisors sold out of Avista (AVA) in Q4 2024, closing a stake of 333,481 shares — an estimated $12.9M sold.

Tortoise Capital Advisors first reported a position in AVA in Q4 2023 and held it in 4 quarters. The position peaked at $24M in Q2 2024. 332 funds tracked by Wall St. Rank hold AVA as of Q4 2024.

  • Tortoise Capital Advisors reported no remaining Avista position as of Q4 2024 after selling out during the quarter.
  • Tortoise Capital Advisors sold 333,481 Avista shares in Q4 2024, an estimated $12.9M.
  • Tortoise Capital Advisors first reported a position in Avista in Q4 2023 and held it in 4 quarters.
  • Tortoise Capital Advisors's Avista position peaked at $24M in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Avista as of Q4 2024.

Based on Tortoise Capital Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.