C.M. Bidwell & Associates’s Avista AVA Stock Holding History

C.M. Bidwell & Associates’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
2026 Q2	$4.71K	Hold	115	–	–	﹤0.01%	350
2026 Q1	$4.62K	Hold	115	–	–	﹤0.01%	329
2025 Q4	$4.43K	Hold	115	–	–	﹤0.01%	344
2025 Q3	$4.35K	Hold	115	–	–	﹤0.01%	348
2025 Q2	$4.36K	Hold	115	–	–	﹤0.01%	334
2025 Q1	$4.82K	Buy	+115	New	+$4.36K	﹤0.01%	313
2016 Q4	–	Sell	-6,710	Closed	-$280K	–	232
2016 Q3	$280K	Sell	6,710 -70	-1%	-$2.98K	0.07%	133
2016 Q2	$304K	Hold	6,780	–	–	0.08%	114
2016 Q1	$276K	Buy	+6,780	New	+$255K	0.07%	139

Other funds holding AVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

C.M. Bidwell & Associates's AVA Position: Q2 2026 in Review

C.M. Bidwell & Associates held its Avista (AVA) position steady in Q2 2026 at 115 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

C.M. Bidwell & Associates first reported a position in AVA in Q1 2016 and has held it in 9 quarters since. The position peaked at $304K in Q2 2016. 416 funds tracked by Wall St. Rank hold AVA as of Q2 2026.

C.M. Bidwell & Associates held 115 shares of Avista worth $4.71K as of Q2 2026.
C.M. Bidwell & Associates left its Avista share count unchanged in Q2 2026.
Avista made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #350 holding.
C.M. Bidwell & Associates first reported a position in Avista in Q1 2016 and has held it in 9 quarters since.
C.M. Bidwell & Associates's Avista position peaked at $304K in Q2 2016.
416 funds tracked by Wall St. Rank held Avista as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.