GeoWealth Management’s Avantor AVTR Stock Holding History

GeoWealth 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	-599	Closed	-$12.6K	–	1113
2024 Q4	$12.6K	Buy	599 +295	+97%	+$6.63K	﹤0.01%	1457
2024 Q3	$7.87K	Buy	+304	New	+$7.46K	﹤0.01%	1394
2022 Q3	–	Sell	-782	Closed	-$25K	–	343
2022 Q2	$25K	Buy	782 +51	+7%	+$1.59K	﹤0.01%	288
2022 Q1	$25K	Buy	731 +53	+8%	+$1.89K	﹤0.01%	360
2021 Q4	$29K	Sell	678 -37	-5%	-$1.46K	﹤0.01%	335
2021 Q3	$29K	Sell	715 -1,690	-70%	-$66K	﹤0.01%	342
2021 Q2	$86K	Buy	+2,405	New	+$77.8K	0.01%	211

Other funds holding AVTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $145B AUM 22.78% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

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

Janus Henderson Group

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return