CGC Financial Services’s Avista AVA Stock Holding History

CGC Financial Services’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	$4.09K	Hold	100	–	–	﹤0.01%	272
2026 Q1	$4.01K	Hold	100	–	–	﹤0.01%	262
2025 Q4	$3.85K	Hold	100	–	–	﹤0.01%	271
2025 Q3	$3.78K	Hold	100	–	–	﹤0.01%	273
2025 Q2	$3.79K	Hold	100	–	–	﹤0.01%	261
2025 Q1	$4.19K	Hold	100	–	–	﹤0.01%	248
2024 Q4	$3.66K	Hold	100	–	–	﹤0.01%	260
2024 Q3	$3.88K	Hold	100	–	–	﹤0.01%	253
2024 Q2	$3.46K	Hold	100	–	–	﹤0.01%	255
2024 Q1	$3.5K	Hold	100	–	–	﹤0.01%	263
2023 Q4	$3.57K	Hold	100	–	–	﹤0.01%	273
2023 Q3	$3.24K	Hold	100	–	–	﹤0.01%	229
2023 Q2	$3.93K	Buy	+100	New	+$4.24K	﹤0.01%	236

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