Allworth Financial’s Avient AVNT Stock Holding History

Allworth Financial’s Portfolio AVNT Stock Details AVNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$55.3K	Buy	1,523 +742	+95%	+$27.5K	﹤0.01%	2244
2025 Q4	$24.4K	Buy	781 +335	+75%	+$10.4K	﹤0.01%	2675
2025 Q3	$14.7K	Buy	446 +123	+38%	+$4.28K	﹤0.01%	2896
2025 Q2	$10.4K	Sell	323 -1,156	-78%	-$40K	﹤0.01%	2872
2025 Q1	$49.8K	Buy	1,479 +1,421	+2,450%	+$58.8K	﹤0.01%	1550
2024 Q4	$2.46K	Sell	58 -88	-60%	-$4.26K	﹤0.01%	3089
2024 Q3	$7.35K	Sell	146 -72	-33%	-$3.3K	﹤0.01%	2402
2024 Q2	$9.71K	Buy	218 +65	+42%	+$2.85K	﹤0.01%	2227
2024 Q1	$6.63K	Sell	153 -1	-0.6%	-$39	﹤0.01%	2286
2023 Q4	$6.41K	Buy	154 +18	+13%	+$628	﹤0.01%	2168
2023 Q3	$4.81K	Buy	136 +12	+10%	+$465	﹤0.01%	2127
2023 Q2	$5.06K	Buy	124 +1	+0.8%	+$39	﹤0.01%	2090
2023 Q1	$5.06K	Buy	123 +1	+0.8%	+$40	﹤0.01%	2031
2022 Q4	$4.13K	Buy	122 +14	+13%	+$460	﹤0.01%	1965
2022 Q3	$3K	Sell	108 -2	-2%	-$83	﹤0.01%	2006
2022 Q2	$4K	Sell	110 -256	-70%	-$12.1K	﹤0.01%	1786
2022 Q1	$18K	Buy	366 +106	+41%	+$5.47K	﹤0.01%	1293
2021 Q4	$15K	Hold	260	–	–	﹤0.01%	1219
2021 Q3	$12K	Buy	+260	New	+$12.5K	﹤0.01%	1210

Other funds holding AVNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return