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Avitas Wealth Management’s Avantor AVTR Stock Holding History

Avitas 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
Q3 		– Sell
-10,352
Closed -$322K – 183
2022
Q2 		$322K Sell
10,352
-4,156
-29% -$130K 0.07% 164
2022
Q1 		$491K Buy
+14,508
New +$518K 0.09% 160
2021
Q4 		– Sell
-58,213
Closed -$2.38M – 176
2021
Q3 		$2.38M Buy
+58,213
New +$2.27M 0.43% 92

Other funds holding AVTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
NMC
New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avitas Wealth Management's AVTR Position: Q3 2022 in Review

Avitas Wealth Management sold out of Avantor (AVTR) in Q3 2022, closing a stake of 10,352 shares — an estimated $322K sold.

Avitas Wealth Management first reported a position in AVTR in Q3 2021 and held it in 3 quarters. The position peaked at $2.38M in Q3 2021. 440 funds tracked by Wall St. Rank hold AVTR as of Q3 2022.

  • Avitas Wealth Management reported no remaining Avantor position as of Q3 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 10,352 Avantor shares in Q3 2022, an estimated $322K.
  • Avitas Wealth Management first reported a position in Avantor in Q3 2021 and held it in 3 quarters.
  • Avitas Wealth Management's Avantor position peaked at $2.38M in Q3 2021.
  • 440 funds tracked by Wall St. Rank held Avantor as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.