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Wealthspire Advisors (New York)’s Avista AVA Stock Holding History

Wealthspire Advisors (New York)’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
-171
Closed -$6.47K – 1177
2025
Q3 		$6.47K Buy
+171
New +$6.36K ﹤0.01% 2229

Other funds holding AVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s AVA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Avista (AVA) in Q4 2025, closing a stake of 171 shares — an estimated $6.47K sold.

Wealthspire Advisors (New York) first reported a position in AVA in Q3 2025 and held it in 1 quarter. The position peaked at $6.47K in Q3 2025. 403 funds tracked by Wall St. Rank hold AVA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Avista position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 171 Avista shares in Q4 2025, an estimated $6.47K.
  • Wealthspire Advisors (New York) first reported a position in Avista in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Avista position peaked at $6.47K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Avista as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.