CJ
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Caitlin John’s Avista AVA Stock Holding History

Caitlin John’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
Q1 		$1.73K Hold
43
– – ﹤0.01% 726
2025
Q4 		$1.65K Hold
43
– – ﹤0.01% 743
2025
Q3 		$1.64K Buy
+43
New +$1.6K ﹤0.01% 710
2025
Q1 		– Sell
-42
Closed -$1.54K – 175
2024
Q4 		$1.54K Hold
42
– – ﹤0.01% 688
2024
Q3 		$1.56K Buy
42
+1
+2% +$38 ﹤0.01% 685
2024
Q2 		$1.43K Hold
41
– – ﹤0.01% 693
2024
Q1 		$1.43K Sell
41
-23
-36% -$784 ﹤0.01% 726
2023
Q4 		$2.28K Buy
+64
New +$2.17K ﹤0.01% 671

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Caitlin John's AVA Position: Q1 2026 in Review

Caitlin John held its Avista (AVA) position steady in Q1 2026 at 43 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Caitlin John first reported a position in AVA in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.28K in Q4 2023. 403 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Caitlin John held 43 shares of Avista worth $1.73K as of Q1 2026.
  • Caitlin John left its Avista share count unchanged in Q1 2026.
  • Avista made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #726 holding.
  • Caitlin John first reported a position in Avista in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Avista position peaked at $2.28K in Q4 2023.
  • 403 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.