Connor, Clark & Lunn Investment Management (CC&L)’s Avista AVA Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	-50,455	Closed	-$1.91M	–	1535
2025 Q3	$1.91M	Buy	50,455 +4,485	+10%	+$167K	0.01%	867
2025 Q2	$1.74M	Buy	+45,970	New	+$1.81M	0.01%	898
2024 Q3	–	Sell	-18,083	Closed	-$626K	–	1431
2024 Q2	$626K	Sell	18,083 -14,875	-45%	-$532K	﹤0.01%	987
2024 Q1	$1.15M	Buy	32,958 +5,637	+21%	+$192K	0.01%	845
2023 Q4	$976K	Buy	+27,321	New	+$926K	﹤0.01%	868
2020 Q3	–	Sell	-6,068	Closed	-$221K	–	931
2020 Q2	$221K	Buy	+6,068	New	+$240K	﹤0.01%	886

Other funds holding AVA

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Connor, Clark & Lunn Investment Management (CC&L)'s AVA Position: Q4 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Avista (AVA) in Q4 2025, closing a stake of 50,455 shares — an estimated $1.91M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in AVA in Q2 2020 and held it in 6 quarters. The position peaked at $1.91M in Q3 2025. 403 funds tracked by Wall St. Rank hold AVA as of Q4 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Avista position as of Q4 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 50,455 Avista shares in Q4 2025, an estimated $1.91M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Avista in Q2 2020 and held it in 6 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Avista position peaked at $1.91M in Q3 2025.
403 funds tracked by Wall St. Rank held Avista as of Q4 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2025, filed 10 Feb 2026.