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Glassman Wealth Services’s Aveanna Healthcare AVAH Stock Holding History

Glassman Wealth Services’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
Q2 		– Sell
-115
Closed -$120 – 1909
2023
Q1 		$120 Buy
+115
New +$137 ﹤0.01% 1861
2022
Q4 		– Sell
-213
Closed – – 1932
2022
Q3 		$0 Buy
+213
New +$438 ﹤0.01% 1658

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.97B AUM 15.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Glassman Wealth Services's AVAH Position: Q2 2023 in Review

Glassman Wealth Services sold out of Aveanna Healthcare (AVAH) in Q2 2023, closing a stake of 115 shares — an estimated $120 sold.

Glassman Wealth Services first reported a position in AVAH in Q3 2022 and held it in 2 quarters. The position peaked at $120 in Q1 2023. 59 funds tracked by Wall St. Rank hold AVAH as of Q2 2023.

  • Glassman Wealth Services reported no remaining Aveanna Healthcare position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 115 Aveanna Healthcare shares in Q2 2023, an estimated $120.
  • Glassman Wealth Services first reported a position in Aveanna Healthcare in Q3 2022 and held it in 2 quarters.
  • Glassman Wealth Services's Aveanna Healthcare position peaked at $120 in Q1 2023.
  • 59 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.