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Cambiar Investors’s Avista AVA Stock Holding History

Cambiar Investors’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
-66,729
Closed -$2.59M – 157
2024
Q3 		$2.59M Buy
66,729
+72
+0.1% +$2.72K 0.1% 102
2024
Q2 		$2.31M Hold
66,657
– – 0.09% 106
2024
Q1 		$2.33M Sell
66,657
-1,494
-2% -$50.9K 0.09% 110
2023
Q4 		$2.44M Hold
68,151
– – 0.1% 118
2023
Q3 		$2.21M Buy
68,151
+21,638
+47% +$773K 0.09% 120
2023
Q2 		$1.83M Sell
46,513
-5,747
-11% -$244K 0.08% 126
2023
Q1 		$2.22M Sell
52,260
-282
-0.5% -$11.7K 0.1% 117
2022
Q4 		$2.33M Buy
52,542
+6,283
+14% +$251K 0.11% 108
2022
Q3 		$1.71M Buy
46,259
+6,407
+16% +$268K 0.09% 107
2022
Q2 		$1.73M Buy
+39,852
New +$1.71M 0.08% 107

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

Cambiar Investors's AVA Position: Q4 2024 in Review

Cambiar Investors sold out of Avista (AVA) in Q4 2024, closing a stake of 66,729 shares — an estimated $2.59M sold.

Cambiar Investors first reported a position in AVA in Q2 2022 and held it in 10 quarters. The position peaked at $2.59M in Q3 2024. 332 funds tracked by Wall St. Rank hold AVA as of Q4 2024.

  • Cambiar Investors reported no remaining Avista position as of Q4 2024 after selling out during the quarter.
  • Cambiar Investors sold 66,729 Avista shares in Q4 2024, an estimated $2.59M.
  • Cambiar Investors first reported a position in Avista in Q2 2022 and held it in 10 quarters.
  • Cambiar Investors's Avista position peaked at $2.59M in Q3 2024.
  • 332 funds tracked by Wall St. Rank held Avista as of Q4 2024.

Based on Cambiar Investors's 13F filing for Q4 2024, filed 29 Jan 2025.