Cloud Capital Management’s Avista AVA Stock Holding History

Cloud Capital 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
2025 Q4	–	Sell	-6	Closed	–	–	221
2025 Q3	$0	Buy	+6	New	+$223	﹤0.01%	1024

Other funds holding AVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cloud Capital Management's AVA Position: Q4 2025 in Review

Cloud Capital Management sold out of Avista (AVA) in Q4 2025, closing a stake of 6 shares.

Cloud Capital Management first reported a position in AVA in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 403 funds tracked by Wall St. Rank hold AVA as of Q4 2025.

Cloud Capital Management reported no remaining Avista position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 6 Avista shares in Q4 2025.
Cloud Capital Management first reported a position in Avista in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's Avista position peaked at $0 in Q3 2025.
403 funds tracked by Wall St. Rank held Avista as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.