J. Derek Lewis & Associates’s Anteris Technologies AVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-14,000
Closed -$69.9K 232
2025
Q4
$69.9K Buy
+14,000
New +$64.2K 0.02% 199

Other funds holding AVR

J. Derek Lewis & Associates's AVR Position: Q1 2026 in Review

J. Derek Lewis & Associates sold out of Anteris Technologies (AVR) in Q1 2026, closing a stake of 14,000 shares — an estimated $69.9K sold.

J. Derek Lewis & Associates first reported a position in AVR in Q4 2025 and held it in 1 quarter. The position peaked at $69.9K in Q4 2025. 127 funds tracked by Wall St. Rank hold AVR as of Q1 2026.

  • J. Derek Lewis & Associates reported no remaining Anteris Technologies position as of Q1 2026 after selling out during the quarter.
  • J. Derek Lewis & Associates sold 14,000 Anteris Technologies shares in Q1 2026, an estimated $69.9K.
  • J. Derek Lewis & Associates first reported a position in Anteris Technologies in Q4 2025 and held it in 1 quarter.
  • J. Derek Lewis & Associates's Anteris Technologies position peaked at $69.9K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Anteris Technologies as of Q1 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q1 2026, filed 1 May 2026.