Van Hulzen Asset Management’s Avista AVA Stock Holding History

Van Hulzen Asset Management’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 Q1	–	Sell	-36	Closed	-$1.32K	–	362
2024 Q4	$1.32K	Buy	+36	New	+$1.35K	﹤0.01%	987

Other funds holding AVA

BlackRock New York $5.72T 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Van Hulzen Asset Management's AVA Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Avista (AVA) in Q1 2025, closing a stake of 36 shares — an estimated $1.32K sold.

Van Hulzen Asset Management first reported a position in AVA in Q4 2024 and held it in 1 quarter. The position peaked at $1.32K in Q4 2024. 374 funds tracked by Wall St. Rank hold AVA as of Q1 2025.

Van Hulzen Asset Management reported no remaining Avista position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 36 Avista shares in Q1 2025, an estimated $1.32K.
Van Hulzen Asset Management first reported a position in Avista in Q4 2024 and held it in 1 quarter.
Van Hulzen Asset Management's Avista position peaked at $1.32K in Q4 2024.
374 funds tracked by Wall St. Rank held Avista as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.