HWA
AVNS

Heritage Wealth Advisors’s Avanos Medical AVNS Stock Holding History

Heritage Wealth Advisors’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
2021
Q3 		– Sell
-12
Closed -$436 – 534
2021
Q2 		$436 Hold
12
– – ﹤0.01% 548
2021
Q1 		$525 Hold
12
– – ﹤0.01% 550
2020
Q4 		$1K Buy
+12
New +$499 ﹤0.01% 520
2019
Q2 		– Sell
-37
Closed -$1.58K – 450
2019
Q1 		$1.58K Hold
37
– – ﹤0.01% 416
2018
Q4 		$1K Hold
37
– – ﹤0.01% 367
2018
Q3 		$2K Buy
+37
New +$2.38K ﹤0.01% 349

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
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Advisors's AVNS Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Avanos Medical (AVNS) in Q3 2021, closing a stake of 12 shares — an estimated $436 sold.

Heritage Wealth Advisors first reported a position in AVNS in Q3 2018 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 274 funds tracked by Wall St. Rank hold AVNS as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Avanos Medical position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 12 Avanos Medical shares in Q3 2021, an estimated $436.
  • Heritage Wealth Advisors first reported a position in Avanos Medical in Q3 2018 and held it in 6 quarters.
  • Heritage Wealth Advisors's Avanos Medical position peaked at $2K in Q3 2018.
  • 274 funds tracked by Wall St. Rank held Avanos Medical as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.