Cerity Partners
AVA icon

Cerity Partners’s Avista AVA Stock Holding History

Cerity Partners’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 		$3.59M Buy
89,529
+58,967
+193% +$2.38M 0.01% 1168
2025
Q4 		$1.18M Buy
30,562
+10,049
+49% +$392K ﹤0.01% 1631
2025
Q3 		$776K Buy
20,513
+14,215
+226% +$528K ﹤0.01% 1724
2025
Q2 		$239K Buy
6,298
+986
+19% +$38.9K ﹤0.01% 2264
2025
Q1 		$222K Buy
+5,312
New +$202K ﹤0.01% 2163
2024
Q4 		– Sell
-7,929
Closed -$307K – 2431
2024
Q3 		$307K Buy
+7,929
New +$300K ﹤0.01% 2049
2023
Q2 		– Sell
-1,063
Closed -$1.46M – 1659
2023
Q1 		$1.46M Buy
+1,063
New +$44K ﹤0.01% 827

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