BCA
AVNS

Berman Capital Advisors’s Avanos Medical AVNS Stock Holding History

Berman Capital Advisors’s Portfolio AVNS Stock Details AVNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-125
Closed -$5K – 1763
2020
Q4 		$5K Hold
125
– – ﹤0.01% 1125
2020
Q3 		$4K Hold
125
– – ﹤0.01% 1080
2020
Q2 		$3K Hold
125
– – ﹤0.01% 1109
2020
Q1 		$3K Sell
125
-24
-16% -$717 ﹤0.01% 1009
2019
Q4 		$4K Buy
149
+24
+19% +$869 ﹤0.01% 1011
2019
Q3 		$4K Hold
125
– – ﹤0.01% 984
2019
Q2 		$5K Hold
125
– – ﹤0.01% 937
2019
Q1 		$5K Hold
125
– – ﹤0.01% 849
2018
Q4 		$5K Buy
+125
New +$6.55K ﹤0.01% 667

Other funds holding AVNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's AVNS Position: Q1 2021 in Review

Berman Capital Advisors sold out of Avanos Medical (AVNS) in Q1 2021, closing a stake of 125 shares — an estimated $5K sold.

Berman Capital Advisors first reported a position in AVNS in Q4 2018 and held it in 9 quarters. The position peaked at $5K in Q4 2020. 291 funds tracked by Wall St. Rank hold AVNS as of Q1 2021.

  • Berman Capital Advisors reported no remaining Avanos Medical position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 125 Avanos Medical shares in Q1 2021, an estimated $5K.
  • Berman Capital Advisors first reported a position in Avanos Medical in Q4 2018 and held it in 9 quarters.
  • Berman Capital Advisors's Avanos Medical position peaked at $5K in Q4 2020.
  • 291 funds tracked by Wall St. Rank held Avanos Medical as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.