CPG
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
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

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return