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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
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

GeoWealth Management's AVTR Position: Q1 2025 in Review

GeoWealth Management sold out of Avantor (AVTR) in Q1 2025, closing a stake of 599 shares — an estimated $12.6K sold.

GeoWealth Management first reported a position in AVTR in Q2 2021 and held it in 7 quarters. The position peaked at $86K in Q2 2021. 485 funds tracked by Wall St. Rank hold AVTR as of Q1 2025.

  • GeoWealth Management reported no remaining Avantor position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 599 Avantor shares in Q1 2025, an estimated $12.6K.
  • GeoWealth Management first reported a position in Avantor in Q2 2021 and held it in 7 quarters.
  • GeoWealth Management's Avantor position peaked at $86K in Q2 2021.
  • 485 funds tracked by Wall St. Rank held Avantor as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.