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Independent Advisor Alliance’s Avantor AVTR Stock Holding History

Independent Advisor Alliance’s Portfolio AVTR Stock Details AVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-9,782
Closed -$207K – 671
2023
Q1 		$207K Buy
+9,782
New +$223K 0.01% 612

Other funds holding AVTR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Independent Advisor Alliance's AVTR Position: Q2 2023 in Review

Independent Advisor Alliance sold out of Avantor (AVTR) in Q2 2023, closing a stake of 9,782 shares — an estimated $207K sold.

Independent Advisor Alliance first reported a position in AVTR in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 442 funds tracked by Wall St. Rank hold AVTR as of Q2 2023.

  • Independent Advisor Alliance reported no remaining Avantor position as of Q2 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,782 Avantor shares in Q2 2023, an estimated $207K.
  • Independent Advisor Alliance first reported a position in Avantor in Q1 2023 and held it in 1 quarter.
  • Independent Advisor Alliance's Avantor position peaked at $207K in Q1 2023.
  • 442 funds tracked by Wall St. Rank held Avantor as of Q2 2023.

Based on Independent Advisor Alliance's 13F filing for Q2 2023, filed 28 Jul 2023.