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Heritage Wealth Management (Arizona)’s Avanos Medical AVNS Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$543K Buy
20,068
+11,021
+122% +$269K 0.08% 197
2022
Q3 		$197K Buy
9,047
+276
+3% +$7.21K 0.06% 227
2022
Q2 		$240K Buy
8,771
+1,880
+27% +$54K 0.08% 198
2022
Q1 		$231K Buy
+6,891
New +$222K 0.06% 244
2021
Q3 		$50K Buy
+1,615
New +$54.8K 0.02% 444

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
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AVNS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Avanos Medical (AVNS) stake by 122% in Q4 2022, buying an estimated $269K and bringing the position to 20,068 shares worth $543K. The position accounts for 0.08% of the portfolio, ranked #197.

Heritage Wealth Management (Arizona) first reported a position in AVNS in Q3 2021 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold AVNS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 20,068 shares of Avanos Medical worth $543K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 11,021 Avanos Medical shares in Q4 2022, an estimated $269K.
  • Avanos Medical made up 0.08% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #197 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Avanos Medical in Q3 2021 and has held it in 5 quarters since.
  • 288 funds tracked by Wall St. Rank held Avanos Medical as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.