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CIBC World Markets’s Avista AVA Stock Holding History

CIBC World Markets’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
2025
Q4 		$208K Buy
+5,385
New +$210K ﹤0.01% 1114
2025
Q2 		$377K Sell
9,928
-7,666
-44% -$302K ﹤0.01% 985
2025
Q1 		$737K Buy
17,594
+10,268
+140% +$390K 0.01% 816
2024
Q4 		$268K Buy
+7,326
New +$275K ﹤0.01% 985

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CIBC World Markets's AVA Position: Q4 2025 in Review

CIBC World Markets opened a new position in Avista (AVA) in Q4 2025: 5,385 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in AVA as recently as Q2 2025.

CIBC World Markets first reported a position in AVA in Q4 2024 and has held it in 4 quarters since. The position peaked at $737K in Q1 2025. 403 funds tracked by Wall St. Rank hold AVA as of Q4 2025.

  • CIBC World Markets held 5,385 shares of Avista worth $208K as of Q4 2025.
  • Avista was a new CIBC World Markets position in Q4 2025.
  • Avista made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1114 holding.
  • CIBC World Markets first reported a position in Avista in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's Avista position peaked at $737K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Avista as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.