Corient Private Wealth
AVA icon

Corient Private Wealth’s Avista AVA Stock Holding History

Corient Private Wealth’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 		$2M Buy
49,771
+39,003
+362% +$1.57M ﹤0.01% 1267
2025
Q4 		$415K Buy
+10,768
New +$421K ﹤0.01% 2419
2025
Q2 		– Sell
-5,268
Closed -$221K – 2439
2025
Q1 		$221K Sell
5,268
-192
-4% -$7.29K ﹤0.01% 2013
2024
Q4 		$200K Sell
5,460
-129
-2% -$4.84K ﹤0.01% 2121
2024
Q3 		$217K Sell
5,589
-538
-9% -$20.3K ﹤0.01% 2193
2024
Q2 		$212K Sell
6,127
-2,021
-25% -$72.2K ﹤0.01% 2098
2024
Q1 		$285K Buy
8,148
+914
+13% +$31.1K ﹤0.01% 1920
2023
Q4 		$259K Buy
+7,234
New +$245K ﹤0.01% 1944

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