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Financial Synergies Wealth Advisors’s Avantor AVTR Stock Holding History

Financial Synergies 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
2024
Q1 		– Sell
-64
Closed -$1.35K – 512
2023
Q4 		$1.35K Hold
64
– – ﹤0.01% 293
2023
Q3 		$1.35K Hold
64
– – ﹤0.01% 345
2023
Q2 		$1.31K Hold
64
– – ﹤0.01% 335
2023
Q1 		$1.35K Hold
64
– – ﹤0.01% 349
2022
Q4 		$1.35K Buy
64
+1
+2% +$21 ﹤0.01% 293
2022
Q3 		$1.24K Buy
+63
New +$1.69K ﹤0.01% 271

Other funds holding AVTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
NMC
New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Financial Synergies Wealth Advisors's AVTR Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Avantor (AVTR) in Q1 2024, closing a stake of 64 shares — an estimated $1.35K sold.

Financial Synergies Wealth Advisors first reported a position in AVTR in Q3 2022 and held it in 6 quarters. The position peaked at $1.35K in Q1 2023. 498 funds tracked by Wall St. Rank hold AVTR as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Avantor position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 64 Avantor shares in Q1 2024, an estimated $1.35K.
  • Financial Synergies Wealth Advisors first reported a position in Avantor in Q3 2022 and held it in 6 quarters.
  • Financial Synergies Wealth Advisors's Avantor position peaked at $1.35K in Q1 2023.
  • 498 funds tracked by Wall St. Rank held Avantor as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.