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AE Wealth Management’s Aveanna Healthcare AVAH Stock Holding History

AE Wealth Management’s Portfolio AVAH Stock Details AVAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,750
Closed -$31K – 1752
2022
Q2 		$31K Buy
+13,750
New +$39.9K ﹤0.01% 1692

Other funds holding AVAH

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
JHWEPV
J.H. Whitney Equity Partners VII New Canaan, Connecticut $233M AUM 18.82% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

AE Wealth Management's AVAH Position: Q3 2022 in Review

AE Wealth Management sold out of Aveanna Healthcare (AVAH) in Q3 2022, closing a stake of 13,750 shares — an estimated $31K sold.

AE Wealth Management first reported a position in AVAH in Q2 2022 and held it in 1 quarter. The position peaked at $31K in Q2 2022. 88 funds tracked by Wall St. Rank hold AVAH as of Q3 2022.

  • AE Wealth Management reported no remaining Aveanna Healthcare position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 13,750 Aveanna Healthcare shares in Q3 2022, an estimated $31K.
  • AE Wealth Management first reported a position in Aveanna Healthcare in Q2 2022 and held it in 1 quarter.
  • AE Wealth Management's Aveanna Healthcare position peaked at $31K in Q2 2022.
  • 88 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.