CIM Investment Management’s Avista AVA Stock Holding History

CIM Investment Management’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	$246K	Buy	+6,140	New	+$248K	0.07%	220
2024 Q2	–	Sell	-5,975	Closed	-$209K	–	261
2024 Q1	$209K	Hold	5,975	–	–	0.06%	249
2023 Q4	$214K	Buy	+5,975	New	+$202K	0.07%	255
2017 Q3	–	Sell	-16,902	Closed	-$718K	–	320
2017 Q2	$718K	Sell	16,902 -533	-3%	-$22.2K	0.26%	91
2017 Q1	$681K	Hold	17,435	–	–	0.23%	97
2016 Q4	$697K	Hold	17,435	–	–	0.25%	98
2016 Q3	$729K	Buy	17,435 +660	+4%	+$28.1K	0.28%	86
2016 Q2	$752K	Buy	16,775 +9,413	+128%	+$386K	0.31%	87
2016 Q1	$300K	Buy	7,362 +911	+14%	+$34.3K	0.13%	193
2015 Q4	$228K	Hold	6,451	–	–	0.1%	218
2015 Q3	$214K	Buy	+6,451	New	+$206K	0.1%	223
2015 Q1	–	Sell	-5,675	Closed	-$201K	–	260
2014 Q4	$201K	Buy	+5,675	New	+$194K	0.09%	238

Other funds holding AVA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return