Charter Oak Capital Management’s Avanos Medical AVNS Stock Holding History

Charter Oak Capital Management’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
2022 Q2	–	Sell	-22	Closed	-$1K	–	916
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	915
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	799
2021 Q3	$1K	Buy	22 +4	+22%	+$136	﹤0.01%	772
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	759
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	730
2020 Q4	$1K	Buy	+18	New	+$749	﹤0.01%	691

Other funds holding AVNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Charter Oak Capital Management's AVNS Position: Q2 2022 in Review

Charter Oak Capital Management sold out of Avanos Medical (AVNS) in Q2 2022, closing a stake of 22 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in AVNS in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 287 funds tracked by Wall St. Rank hold AVNS as of Q2 2022.

Charter Oak Capital Management reported no remaining Avanos Medical position as of Q2 2022 after selling out during the quarter.
Charter Oak Capital Management sold 22 Avanos Medical shares in Q2 2022, an estimated $1K.
Charter Oak Capital Management first reported a position in Avanos Medical in Q4 2020 and held it in 6 quarters.
Charter Oak Capital Management's Avanos Medical position peaked at $1K in Q1 2022.
287 funds tracked by Wall St. Rank held Avanos Medical as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.