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IBEX Wealth Advisors’s Avient AVNT Stock Holding History

IBEX Wealth Advisors’s Portfolio AVNT Stock Details AVNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$431K Buy
+10,477
New +$418K 0.11% 91

Other funds holding AVNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

IBEX Wealth Advisors's AVNT Position: Q1 2023 in Review

IBEX Wealth Advisors opened a new position in Avient (AVNT) in Q1 2023: 10,477 shares worth $431K. The stake represents 0.11% of the portfolio and ranks #91 among its holdings.

263 funds tracked by Wall St. Rank hold AVNT as of Q1 2023.

  • IBEX Wealth Advisors held 10,477 shares of Avient worth $431K as of Q1 2023.
  • Avient was a new IBEX Wealth Advisors position in Q1 2023.
  • Avient made up 0.11% of IBEX Wealth Advisors's portfolio in Q1 2023, its #91 holding.
  • 263 funds tracked by Wall St. Rank held Avient as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.