Cornerstone Planning Group
AVA icon

Cornerstone Planning Group’s Avista AVA Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-22
Closed -$929 – 292
2026
Q2 		$929 Hold
22
– – ﹤0.01% 1527
2026
Q1 		$901 Hold
22
– – ﹤0.01% 1498
2025
Q4 		$888 Hold
22
– – ﹤0.01% 1380
2025
Q3 		$842 Sell
22
-19
-46% -$706 ﹤0.01% 1356
2025
Q2 		$1.57K Buy
41
+19
+86% +$749 ﹤0.01% 1003
2025
Q1 		$913 Hold
22
– – ﹤0.01% 1157
2024
Q4 		$811 Hold
22
– – ﹤0.01% 1008
2024
Q3 		$829 Hold
22
– – ﹤0.01% 977
2024
Q2 		$831 Hold
22
– – ﹤0.01% 981
2024
Q1 		$821 Buy
+22
New +$749 ﹤0.01% 821

Other funds holding AVA

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Richards, Merrill & Peterson
Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cornerstone Planning Group's AVA Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Avista (AVA) in Q3 2026, closing a stake of 22 shares — an estimated $929 sold.

Cornerstone Planning Group first reported a position in AVA in Q1 2024 and held it in 10 quarters. The position peaked at $1.57K in Q2 2025. 50 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Avista position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 22 Avista shares in Q3 2026, an estimated $929.
  • Cornerstone Planning Group first reported a position in Avista in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's Avista position peaked at $1.57K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.