JPLA
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Joseph P. Lucia & Associates’s Avantor AVTR Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-89
Closed -$4K – 153
2021
Q3 		$4K Hold
89
– – ﹤0.01% 449
2021
Q2 		$3K Hold
89
– – ﹤0.01% 474
2021
Q1 		$3K Sell
89
-11
-11% -$318 ﹤0.01% 449
2020
Q4 		$3K Buy
+100
New +$2.58K ﹤0.01% 418

Other funds holding AVTR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Joseph P. Lucia & Associates's AVTR Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Avantor (AVTR) in Q4 2021, closing a stake of 89 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in AVTR in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 497 funds tracked by Wall St. Rank hold AVTR as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Avantor position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 89 Avantor shares in Q4 2021, an estimated $4K.
  • Joseph P. Lucia & Associates first reported a position in Avantor in Q4 2020 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's Avantor position peaked at $4K in Q3 2021.
  • 497 funds tracked by Wall St. Rank held Avantor as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.