GWS
AVNS

Glassman Wealth Services’s Avanos Medical AVNS Stock Holding History

Glassman Wealth Services’s Portfolio AVNS Stock Details AVNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11
Closed -$281 – 2000
2023
Q2 		$281 Buy
+11
New +$290 ﹤0.01% 1751
2020
Q1 		– Sell
-8
Closed – – 1130
2019
Q4 		$0 Buy
8
+1
+14% +$36 ﹤0.01% 1173
2019
Q3 		$0 Sell
7
-3
-30% -$114 ﹤0.01% 1045
2019
Q2 		$0 Buy
10
+5
+100% +$214 ﹤0.01% 1070
2019
Q1 		$0 Buy
+5
New +$224 ﹤0.01% 1025
2016
Q1 		– Sell
-26
Closed -$1K – 425
2015
Q4 		$1K Buy
+26
New +$808 ﹤0.01% 404

Other funds holding AVNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's AVNS Position: Q3 2023 in Review

Glassman Wealth Services sold out of Avanos Medical (AVNS) in Q3 2023, closing a stake of 11 shares — an estimated $281 sold.

Glassman Wealth Services first reported a position in AVNS in Q4 2015 and held it in 6 quarters. The position peaked at $1K in Q4 2015. 260 funds tracked by Wall St. Rank hold AVNS as of Q3 2023.

  • Glassman Wealth Services reported no remaining Avanos Medical position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 11 Avanos Medical shares in Q3 2023, an estimated $281.
  • Glassman Wealth Services first reported a position in Avanos Medical in Q4 2015 and held it in 6 quarters.
  • Glassman Wealth Services's Avanos Medical position peaked at $1K in Q4 2015.
  • 260 funds tracked by Wall St. Rank held Avanos Medical as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.