Cedar Mountain Advisors’s Avista AVA Stock Holding History

Cedar Mountain Advisors’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	$31.5K	Hold	769	–	–	0.01%	246
2026 Q1	$30.9K	Hold	769	–	–	0.01%	218
2025 Q4	$29.6K	Hold	769	–	–	0.01%	152
2025 Q3	$29.1K	Hold	769	–	–	0.01%	151
2025 Q2	$29.2K	Buy	769 +1	+0.1%	+$39	0.01%	131
2025 Q1	$32.2K	Hold	768	–	–	0.01%	120
2024 Q4	$28.1K	Hold	768	–	–	0.01%	132
2024 Q3	$29.8K	Hold	768	–	–	0.01%	118
2024 Q2	$26.6K	Hold	768	–	–	0.01%	114
2024 Q1	$26.9K	Hold	768	–	–	0.01%	115
2023 Q4	$27.4K	Hold	768	–	–	0.01%	107
2023 Q3	$24.9K	Hold	768	–	–	0.01%	103
2023 Q2	$30.2K	Hold	768	–	–	0.01%	97
2023 Q1	$32.6K	Hold	768	–	–	0.01%	92
2022 Q4	$34K	Hold	768	–	–	0.01%	90
2022 Q3	$28K	Hold	768	–	–	0.01%	92
2022 Q2	$33K	Hold	768	–	–	0.01%	89
2022 Q1	$35K	Hold	768	–	–	0.01%	94
2021 Q4	$33K	Buy	768 +1	+0.1%	+$40	0.01%	96
2021 Q3	$30K	Hold	767	–	–	0.01%	99
2021 Q2	$33K	Hold	767	–	–	0.01%	91
2021 Q1	$37K	Hold	767	–	–	0.01%	89
2020 Q4	$31K	Hold	767	–	–	0.01%	98
2020 Q3	$26K	Hold	767	–	–	0.01%	91
2020 Q2	$28K	Hold	767	–	–	0.01%	85
2020 Q1	$33K	Hold	767	–	–	0.02%	69
2019 Q4	$37K	Buy	+767	New	+$36.5K	0.02%	79

Other funds holding AVA

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Longboard Asset Management Phoenix, Arizona $5.96M AUM 32.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return