AWM
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Altium Wealth Management’s Avantor AVTR Stock Holding History

Altium Wealth Management’s Portfolio AVTR Stock Details AVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$384K Sell
12,355
-290
-2% -$9.05K 0.03% 272
2022
Q1 		$428K Buy
12,645
+11
+0.1% +$392 0.03% 275
2021
Q4 		$532K Buy
+12,634
New +$498K 0.03% 242

Other funds holding AVTR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altium Wealth Management's AVTR Position: Q2 2022 in Review

Altium Wealth Management reduced its Avantor (AVTR) stake by 2.3% in Q2 2022, selling an estimated $9.05K and leaving 12,355 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #272.

Altium Wealth Management first reported a position in AVTR in Q4 2021 and has held it in 3 quarters since. The position peaked at $532K in Q4 2021. 482 funds tracked by Wall St. Rank hold AVTR as of Q2 2022.

  • Altium Wealth Management held 12,355 shares of Avantor worth $384K as of Q2 2022.
  • Altium Wealth Management sold 290 Avantor shares in Q2 2022, an estimated $9.05K.
  • Avantor made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #272 holding.
  • Altium Wealth Management first reported a position in Avantor in Q4 2021 and has held it in 3 quarters since.
  • Altium Wealth Management's Avantor position peaked at $532K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held Avantor as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.