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Arkadios Wealth Advisors’s Avantor AVTR Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-191
Closed -$7K – 665
2021
Q3 		$7K Sell
191
-30
-14% -$1.17K ﹤0.01% 1515
2021
Q2 		$7K Buy
221
+22
+11% +$712 ﹤0.01% 1616
2021
Q1 		$5K Buy
199
+17
+9% +$491 ﹤0.01% 1345
2020
Q4 		$5K Sell
182
-10
-5% -$258 ﹤0.01% 1106
2020
Q3 		$4.7K Buy
+192
New +$3.99K ﹤0.01% 855

Other funds holding AVTR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $226B AUM 44.75% 1-Year Est. Return

Arkadios Wealth Advisors's AVTR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Avantor (AVTR) in Q4 2021, closing a stake of 191 shares — an estimated $7K sold.

Arkadios Wealth Advisors first reported a position in AVTR in Q3 2020 and held it in 5 quarters. The position peaked at $7K in Q3 2021. 497 funds tracked by Wall St. Rank hold AVTR as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Avantor position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 191 Avantor shares in Q4 2021, an estimated $7K.
  • Arkadios Wealth Advisors first reported a position in Avantor in Q3 2020 and held it in 5 quarters.
  • Arkadios Wealth Advisors's Avantor position peaked at $7K in Q3 2021.
  • 497 funds tracked by Wall St. Rank held Avantor as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.