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Dynamic Advisor Solutions’s Aveanna Healthcare AVAH Stock Holding History

Dynamic Advisor Solutions’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
2023
Q4 		– Sell
-78,917
Closed -$93.9K – 904
2023
Q3 		$93.9K Sell
78,917
-14,283
-15% -$22.1K ﹤0.01% 814
2023
Q2 		$158K Buy
+93,200
New +$117K 0.01% 751

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
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dynamic Advisor Solutions's AVAH Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of Aveanna Healthcare (AVAH) in Q4 2023, closing a stake of 78,917 shares — an estimated $93.9K sold.

Dynamic Advisor Solutions first reported a position in AVAH in Q2 2023 and held it in 2 quarters. The position peaked at $158K in Q2 2023. 66 funds tracked by Wall St. Rank hold AVAH as of Q4 2023.

  • Dynamic Advisor Solutions reported no remaining Aveanna Healthcare position as of Q4 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 78,917 Aveanna Healthcare shares in Q4 2023, an estimated $93.9K.
  • Dynamic Advisor Solutions first reported a position in Aveanna Healthcare in Q2 2023 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Aveanna Healthcare position peaked at $158K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.