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Columbia Advisory Partners’s Avista AVA Stock Holding History

Columbia Advisory Partners’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 		– Sell
-6,692
Closed -$258K – 94
2025
Q4 		$258K Hold
6,692
– – 0.18% 72
2025
Q3 		$253K Sell
6,692
-2,809
-30% -$104K 0.18% 73
2025
Q2 		$361K Hold
9,501
– – 0.27% 58
2025
Q1 		$398K Buy
9,501
+92
+1% +$3.49K 0.34% 43
2024
Q4 		$345K Buy
9,409
+1,183
+14% +$44.4K 0.32% 48
2024
Q3 		$319K Sell
8,226
-1,847
-18% -$69.8K 0.3% 42
2024
Q2 		$349K Buy
10,073
+892
+10% +$31.9K 0.34% 36
2024
Q1 		$322K Buy
9,181
+627
+7% +$21.4K 0.33% 38
2023
Q4 		$306K Buy
8,554
+1,862
+28% +$63.1K 0.31% 44
2023
Q3 		$217K Hold
6,692
– – 0.24% 54
2023
Q2 		$263K Hold
6,692
– – 0.28% 46
2023
Q1 		$284K Hold
6,692
– – 0.27% 49
2022
Q4 		$297K Hold
6,692
– – 0.28% 42
2022
Q3 		$248K Hold
6,692
– – 0.3% 36
2022
Q2 		$291K Hold
6,692
– – 0.33% 29
2022
Q1 		$302K Hold
6,692
– – 0.3% 30
2021
Q4 		$284K Buy
+6,692
New +$269K 0.28% 29

Other funds holding AVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Columbia Advisory Partners's AVA Position: Q1 2026 in Review

Columbia Advisory Partners sold out of Avista (AVA) in Q1 2026, closing a stake of 6,692 shares — an estimated $258K sold.

Columbia Advisory Partners first reported a position in AVA in Q4 2021 and held it in 17 quarters. The position peaked at $398K in Q1 2025. 404 funds tracked by Wall St. Rank hold AVA as of Q1 2026.

  • Columbia Advisory Partners reported no remaining Avista position as of Q1 2026 after selling out during the quarter.
  • Columbia Advisory Partners sold 6,692 Avista shares in Q1 2026, an estimated $258K.
  • Columbia Advisory Partners first reported a position in Avista in Q4 2021 and held it in 17 quarters.
  • Columbia Advisory Partners's Avista position peaked at $398K in Q1 2025.
  • 404 funds tracked by Wall St. Rank held Avista as of Q1 2026.

Based on Columbia Advisory Partners's 13F filing for Q1 2026, filed 23 Apr 2026.