Commonwealth Equity Services’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $498K | Sell |
12,402
-1,245
| -9% | -$50.3K | ﹤0.01% | 3211 |
|
|
2025
Q4 | $526K | Buy |
13,647
+133
| +1% | +$5.19K | ﹤0.01% | 3145 |
|
|
2025
Q3 | $511K | Buy |
13,514
+1,148
| +9% | +$42.7K | ﹤0.01% | 3154 |
|
|
2025
Q2 | $469K | Buy |
12,366
+670
| +6% | +$26.4K | ﹤0.01% | 3188 |
|
|
2025
Q1 | $490K | Buy |
11,696
+3,391
| +41% | +$129K | ﹤0.01% | 3037 |
|
|
2024
Q4 | $304K | Sell |
8,305
-305
| -4% | -$11.5K | ﹤0.01% | 3384 |
|
|
2024
Q3 | $334K | Buy |
8,610
+67
| +0.8% | +$2.53K | ﹤0.01% | 3256 |
|
|
2024
Q2 | $296K | Sell |
8,543
-1,470
| -15% | -$52.5K | ﹤0.01% | 3302 |
|
|
2024
Q1 | $351K | Buy |
10,013
+198
| +2% | +$6.75K | ﹤0.01% | 3126 |
|
|
2023
Q4 | $351K | Buy |
9,815
+1,614
| +20% | +$54.7K | ﹤0.01% | 3028 |
|
|
2023
Q3 | $265K | Sell |
8,201
-1,808
| -18% | -$64.6K | ﹤0.01% | 3137 |
|
|
2023
Q2 | $393K | Sell |
10,009
-251
| -2% | -$10.6K | ﹤0.01% | 2819 |
|
|
2023
Q1 | $435 | Buy |
10,260
+753
| +8% | +$31.2K | ﹤0.01% | 2672 |
|
|
2022
Q4 | $421K | Sell |
9,507
-399
| -4% | -$16K | ﹤0.01% | 2604 |
|
|
2022
Q3 | $367K | Sell |
9,906
-10,939
| -52% | -$458K | ﹤0.01% | 2657 |
|
|
2022
Q2 | $906K | Sell |
20,845
-21,234
| -50% | -$913K | ﹤0.01% | 1968 |
|
|
2022
Q1 | $1.9M | Buy |
42,079
+2,883
| +7% | +$127K | ﹤0.01% | 1538 |
|
|
2021
Q4 | $1.67M | Buy |
39,196
+311
| +0.8% | +$12.5K | ﹤0.01% | 1617 |
|
|
2021
Q3 | $1.52M | Sell |
38,885
-41
| -0.1% | -$1.72K | ﹤0.01% | 1619 |
|
|
2021
Q2 | $1.66M | Sell |
38,926
-721
| -2% | -$33.1K | ﹤0.01% | 1554 |
|
|
2021
Q1 | $1.89M | Sell |
39,647
-474
| -1% | -$19.5K | 0.01% | 1357 |
|
|
2020
Q4 | $1.61M | Buy |
40,121
+160
| +0.4% | +$5.87K | ﹤0.01% | 1344 |
|
|
2020
Q3 | $1.36M | Buy |
39,961
+5,882
| +17% | +$213K | ﹤0.01% | 1310 |
|
|
2020
Q2 | $1.24M | Buy |
34,079
+23,000
| +208% | +$911K | ﹤0.01% | 1286 |
|
|
2020
Q1 | $470K | Buy |
11,079
+3,867
| +54% | +$186K | ﹤0.01% | 1737 |
|
|
2019
Q4 | $346K | Buy |
7,212
+53
| +0.7% | +$2.52K | ﹤0.01% | 2195 |
|
|
2019
Q3 | $346K | Sell |
7,159
-914
| -11% | -$42.5K | ﹤0.01% | 2105 |
|
|
2019
Q2 | $360K | Buy |
8,073
+3
| +0% | +$128 | ﹤0.01% | 2060 |
|
|
2019
Q1 | $327K | Buy |
8,070
+508
| +7% | +$20.9K | ﹤0.01% | 2077 |
|
|
2018
Q4 | $321K | Buy |
7,562
+404
| +6% | +$20K | ﹤0.01% | 1957 |
|
|
2018
Q3 | $361K | Sell |
7,158
-167
| -2% | -$8.54K | ﹤0.01% | 2020 |
|
|
2018
Q2 | $386K | Buy |
7,325
+593
| +9% | +$31K | ﹤0.01% | 1935 |
|
|
2018
Q1 | $345K | Buy |
6,732
+18
| +0.3% | +$909 | ﹤0.01% | 1962 |
|
|
2017
Q4 | $346K | Buy |
6,714
+106
| +2% | +$5.5K | ﹤0.01% | 1943 |
|
|
2017
Q3 | $342K | Sell |
6,608
-394
| -6% | -$19.7K | ﹤0.01% | 1872 |
|
|
2017
Q2 | $297K | Sell |
7,002
-41
| -0.6% | -$1.71K | ﹤0.01% | 1914 |
|
|
2017
Q1 | $275K | Buy |
7,043
+14
| +0.2% | +$549 | ﹤0.01% | 1910 |
|
|
2016
Q4 | $281K | Sell |
7,029
-26,836
| -79% | -$1.09M | ﹤0.01% | 1813 |
|
|
2016
Q3 | $1.42M | Sell |
33,865
-146
| -0.4% | -$6.21K | 0.01% | 837 |
|
|
2016
Q2 | $1.52M | Buy |
34,011
+1,468
| +5% | +$60.1K | 0.01% | 775 |
|
|
2016
Q1 | $1.33M | Sell |
32,543
-72
| -0.2% | -$2.71K | 0.01% | 822 |
|
|
2015
Q4 | $1.15M | Buy |
32,615
+1,493
| +5% | +$51.1K | 0.01% | 858 |
|
|
2015
Q3 | $1.03M | Buy |
31,122
+13,555
| +77% | +$433K | 0.01% | 875 |
|
|
2015
Q2 | $538K | Buy |
17,567
+6,594
| +60% | +$213K | 0.01% | 1296 |
|
|
2015
Q1 | $375K | Buy |
10,973
+2,069
| +23% | +$72.2K | ﹤0.01% | 1493 |
|
|
2014
Q4 | $315K | Buy |
8,904
+1,295
| +17% | +$44.2K | ﹤0.01% | 1541 |
|
|
2014
Q3 | $232K | Buy |
7,609
+409
| +6% | +$13K | ﹤0.01% | 1728 |
|
|
2014
Q2 | $241K | Buy |
7,200
+169
| +2% | +$5.35K | ﹤0.01% | 1697 |
|
|
2014
Q1 | $216K | Buy |
+7,031
| New | +$204K | ﹤0.01% | 1704 |
|
|
2013
Q3 | – | Sell |
-7,869
| Closed | -$213K | – | 1873 |
|
|
2013
Q2 | $213K | Buy |
+7,869
| New | +$216K | ﹤0.01% | 1529 |
|
Other funds holding AVA
VPM
VCM
WHG
Commonwealth Equity Services's AVA Position: Q1 2026 in Review
Commonwealth Equity Services reduced its Avista (AVA) stake by 9.1% in Q1 2026, selling an estimated $50.3K and leaving 12,402 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #3211.
Commonwealth Equity Services first reported a position in AVA in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.9M in Q1 2022. 404 funds tracked by Wall St. Rank hold AVA as of Q1 2026.
- Commonwealth Equity Services held 12,402 shares of Avista worth $498K as of Q1 2026.
- Commonwealth Equity Services sold 1,245 Avista shares in Q1 2026, an estimated $50.3K.
- Avista made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3211 holding.
- Commonwealth Equity Services first reported a position in Avista in Q2 2013 and has held it in 50 quarters since.
- Commonwealth Equity Services's Avista position peaked at $1.9M in Q1 2022.
- 404 funds tracked by Wall St. Rank held Avista as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.