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Forum Financial Management’s Avantor AVTR Stock Holding History

Forum Financial Management’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
2025
Q1 		– Sell
-19,807
Closed -$417K – 871
2024
Q4 		$417K Buy
+19,807
New +$445K 0.01% 454

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Forum Financial Management's AVTR Position: Q1 2025 in Review

Forum Financial Management sold out of Avantor (AVTR) in Q1 2025, closing a stake of 19,807 shares — an estimated $417K sold.

Forum Financial Management first reported a position in AVTR in Q4 2024 and held it in 1 quarter. The position peaked at $417K in Q4 2024. 485 funds tracked by Wall St. Rank hold AVTR as of Q1 2025.

  • Forum Financial Management reported no remaining Avantor position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 19,807 Avantor shares in Q1 2025, an estimated $417K.
  • Forum Financial Management first reported a position in Avantor in Q4 2024 and held it in 1 quarter.
  • Forum Financial Management's Avantor position peaked at $417K in Q4 2024.
  • 485 funds tracked by Wall St. Rank held Avantor as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.