CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Aveanna Healthcare AVAH Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-2,083
Closed -$5K – 2223
2022
Q2 		$5K Sell
2,083
-3,760
-64% -$10.9K ﹤0.01% 4061
2022
Q1 		$20K Buy
5,843
+4,473
+326% +$24.3K ﹤0.01% 3377
2021
Q4 		$10K Buy
1,370
+1,035
+309% +$7.52K ﹤0.01% 3695
2021
Q3 		$3K Hold
335
– – ﹤0.01% 4111
2021
Q2 		$4K Buy
+335
New +$3.97K ﹤0.01% 3935

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

CAPTRUST Financial Advisors's AVAH Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Aveanna Healthcare (AVAH) in Q3 2022, closing a stake of 2,083 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in AVAH in Q2 2021 and held it in 5 quarters. The position peaked at $20K in Q1 2022. 88 funds tracked by Wall St. Rank hold AVAH as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Aveanna Healthcare position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,083 Aveanna Healthcare shares in Q3 2022, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in Aveanna Healthcare in Q2 2021 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Aveanna Healthcare position peaked at $20K in Q1 2022.
  • 88 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.