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Carroll Financial Associates’s Avantor AVTR Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-70
Closed -$2K – 1623
2021
Q3 		$2K Sell
70
-3,627
-98% -$142K ﹤0.01% 1525
2021
Q2 		$131K Buy
+3,697
New +$120K 0.01% 515

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Invesco
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N
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Boston Partners
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Fidelity Investments
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NMVA
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American Century Companies
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Carroll Financial Associates's AVTR Position: Q4 2021 in Review

Carroll Financial Associates sold out of Avantor (AVTR) in Q4 2021, closing a stake of 70 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in AVTR in Q2 2021 and held it in 2 quarters. The position peaked at $131K in Q2 2021. 497 funds tracked by Wall St. Rank hold AVTR as of Q4 2021.

  • Carroll Financial Associates reported no remaining Avantor position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 70 Avantor shares in Q4 2021, an estimated $2K.
  • Carroll Financial Associates first reported a position in Avantor in Q2 2021 and held it in 2 quarters.
  • Carroll Financial Associates's Avantor position peaked at $131K in Q2 2021.
  • 497 funds tracked by Wall St. Rank held Avantor as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.