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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CIM Investment Management's AVA Position: Q1 2026 in Review

CIM Investment Management opened a new position in Avista (AVA) in Q1 2026: 6,140 shares worth $246K. The stake represents 0.07% of the portfolio and ranks #220 among its holdings. This is a return to the name: CIM Investment Management previously reported a position in AVA as recently as Q1 2024.

CIM Investment Management first reported a position in AVA in Q4 2014 and has held it in 12 quarters since. The position peaked at $752K in Q2 2016. 405 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

CIM Investment Management held 6,140 shares of Avista worth $246K as of Q1 2026.
Avista was a new CIM Investment Management position in Q1 2026.
Avista made up 0.07% of CIM Investment Management's portfolio in Q1 2026, its #220 holding.
CIM Investment Management first reported a position in Avista in Q4 2014 and has held it in 12 quarters since.
CIM Investment Management's Avista position peaked at $752K in Q2 2016.
405 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.