JWM
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Janiczek Wealth Management’s Avantor AVTR Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$149 Hold
7
– – ﹤0.01% 1052
2024
Q1 		$179 Hold
7
– – ﹤0.01% 1052
2023
Q4 		$160 Sell
7
-86
-92% -$1.76K ﹤0.01% 1073
2023
Q3 		$1.96K Buy
+93
New +$1.98K ﹤0.01% 837
2023
Q2 		– Sell
-7
Closed -$145 – 991
2023
Q1 		$145 Hold
7
– – ﹤0.01% 974
2022
Q4 		$155 Buy
+7
New +$145 ﹤0.01% 1001

Other funds holding AVTR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return

Janiczek Wealth Management's AVTR Position: Q2 2024 in Review

Janiczek Wealth Management held its Avantor (AVTR) position steady in Q2 2024 at 7 shares worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Janiczek Wealth Management first reported a position in AVTR in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.96K in Q3 2023. 513 funds tracked by Wall St. Rank hold AVTR as of Q2 2024.

  • Janiczek Wealth Management held 7 shares of Avantor worth $149 as of Q2 2024.
  • Janiczek Wealth Management left its Avantor share count unchanged in Q2 2024.
  • Avantor made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1052 holding.
  • Janiczek Wealth Management first reported a position in Avantor in Q4 2022 and has held it in 6 quarters since.
  • Janiczek Wealth Management's Avantor position peaked at $1.96K in Q3 2023.
  • 513 funds tracked by Wall St. Rank held Avantor as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.