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Atria Wealth Solutions’s Aveanna Healthcare AVAH Stock Holding History

Atria Wealth Solutions’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
2023
Q2 		– Sell
-100,200
Closed -$104K – 1871
2023
Q1 		$104K Buy
100,200
+2,500
+3% +$2.97K ﹤0.01% 1755
2022
Q4 		$76.2K Buy
97,700
+4,600
+5% +$4.81K ﹤0.01% 1713
2022
Q3 		$140K Buy
+93,100
New +$191K ﹤0.01% 1602
2022
Q2 		– Sell
-26,600
Closed -$77.1K – 1641
2022
Q1 		$91K Buy
+26,600
New +$144K ﹤0.01% 1669

Other funds holding AVAH

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JHWEPV
J.H. Whitney Equity Partners VII New Canaan, Connecticut $232M AUM 63.86% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.97B AUM 15.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Atria Wealth Solutions's AVAH Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Aveanna Healthcare (AVAH) in Q2 2023, closing a stake of 100,200 shares — an estimated $104K sold.

Atria Wealth Solutions first reported a position in AVAH in Q1 2022 and held it in 4 quarters. The position peaked at $140K in Q3 2022. 59 funds tracked by Wall St. Rank hold AVAH as of Q2 2023.

  • Atria Wealth Solutions reported no remaining Aveanna Healthcare position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 100,200 Aveanna Healthcare shares in Q2 2023, an estimated $104K.
  • Atria Wealth Solutions first reported a position in Aveanna Healthcare in Q1 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's Aveanna Healthcare position peaked at $140K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.