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Moors & Cabot’s Avista AVA Stock Holding History

Moors & Cabot’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 		$407K Sell
10,142
-40
-0.4% -$1.61K 0.02% 604
2025
Q4 		$392K Buy
10,182
+251
+3% +$9.8K 0.02% 604
2025
Q3 		$375K Sell
9,931
-100
-1% -$3.72K 0.02% 610
2025
Q2 		$381K Sell
10,031
-100
-1% -$3.94K 0.02% 580
2025
Q1 		$424K Buy
10,131
+313
+3% +$11.9K 0.02% 532
2024
Q4 		$360K Sell
9,818
-113
-1% -$4.24K 0.02% 604
2024
Q3 		$385K Sell
9,931
-100
-1% -$3.78K 0.02% 576
2024
Q2 		$347K Buy
10,031
+390
+4% +$13.9K 0.02% 583
2024
Q1 		$338K Buy
9,641
+350
+4% +$11.9K 0.02% 629
2023
Q4 		$332K Buy
9,291
+1,140
+14% +$38.6K 0.02% 596
2023
Q3 		$264K Buy
+8,151
New +$291K 0.02% 635

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