CM Wealth Advisors’s Avantor AVTR Stock Holding History

CM Wealth Advisors’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
2023 Q2	–	Sell	-56,080	Closed	-$1.05M	–	181
2023 Q1	$1.05M	Buy	+56,080	New	+$1.28M	0.2%	150

Other funds holding AVTR

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

NMC

New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CM Wealth Advisors's AVTR Position: Q2 2023 in Review

CM Wealth Advisors sold out of Avantor (AVTR) in Q2 2023, closing a stake of 56,080 shares — an estimated $1.05M sold.

CM Wealth Advisors first reported a position in AVTR in Q1 2023 and held it in 1 quarter. The position peaked at $1.05M in Q1 2023. 442 funds tracked by Wall St. Rank hold AVTR as of Q2 2023.

CM Wealth Advisors reported no remaining Avantor position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 56,080 Avantor shares in Q2 2023, an estimated $1.05M.
CM Wealth Advisors first reported a position in Avantor in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Avantor position peaked at $1.05M in Q1 2023.
442 funds tracked by Wall St. Rank held Avantor as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.