BWL
AVNS

Bogart Wealth LLC’s Avanos Medical AVNS Stock Holding History

Bogart Wealth LLC’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
Q4 		– Sell
-100
Closed -$3K – 750
2021
Q3 		$3K Hold
100
– – ﹤0.01% 580
2021
Q2 		$4K Buy
+100
New +$4.13K ﹤0.01% 533
2018
Q4 		– Sell
-20
Closed -$1K – 344
2018
Q3 		$1K Hold
20
– – ﹤0.01% 314
2018
Q2 		$1K Buy
+20
New +$1.06K ﹤0.01% 327

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
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bogart Wealth LLC's AVNS Position: Q4 2021 in Review

Bogart Wealth LLC sold out of Avanos Medical (AVNS) in Q4 2021, closing a stake of 100 shares — an estimated $3K sold.

Bogart Wealth LLC first reported a position in AVNS in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 297 funds tracked by Wall St. Rank hold AVNS as of Q4 2021.

  • Bogart Wealth LLC reported no remaining Avanos Medical position as of Q4 2021 after selling out during the quarter.
  • Bogart Wealth LLC sold 100 Avanos Medical shares in Q4 2021, an estimated $3K.
  • Bogart Wealth LLC first reported a position in Avanos Medical in Q2 2018 and held it in 4 quarters.
  • Bogart Wealth LLC's Avanos Medical position peaked at $4K in Q2 2021.
  • 297 funds tracked by Wall St. Rank held Avanos Medical as of Q4 2021.

Based on Bogart Wealth LLC's 13F filing for Q4 2021, filed 19 Jan 2022.