GA
AVNS

GoalVest Advisory’s Avanos Medical AVNS Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-177
Closed -$3.58K – 376
2023
Q3 		$3.58K Buy
177
+7
+4% +$159 ﹤0.01% 371
2023
Q2 		$4.34K Buy
+170
New +$4.48K ﹤0.01% 311

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
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
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 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

GoalVest Advisory's AVNS Position: Q4 2023 in Review

GoalVest Advisory sold out of Avanos Medical (AVNS) in Q4 2023, closing a stake of 177 shares — an estimated $3.58K sold.

GoalVest Advisory first reported a position in AVNS in Q2 2023 and held it in 2 quarters. The position peaked at $4.34K in Q2 2023. 265 funds tracked by Wall St. Rank hold AVNS as of Q4 2023.

  • GoalVest Advisory reported no remaining Avanos Medical position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 177 Avanos Medical shares in Q4 2023, an estimated $3.58K.
  • GoalVest Advisory first reported a position in Avanos Medical in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Avanos Medical position peaked at $4.34K in Q2 2023.
  • 265 funds tracked by Wall St. Rank held Avanos Medical as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.