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JP Morgan Private Wealth Advisors’s Avantor AVTR Stock Holding History

JP Morgan Private Wealth Advisors’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
-16,655
Closed -$352K – 1504
2023
Q1 		$352K Buy
16,655
+172
+1% +$3.92K ﹤0.01% 1611
2022
Q4 		$348K Buy
+16,483
New +$341K ﹤0.01% 1607

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 $6.73T AUM 46.02% 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 $113B AUM 38.87% 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 $33B AUM 40.62% 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 $226B AUM 44.75% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AVTR Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Avantor (AVTR) in Q2 2023, closing a stake of 16,655 shares — an estimated $352K sold.

JP Morgan Private Wealth Advisors first reported a position in AVTR in Q4 2022 and held it in 2 quarters. The position peaked at $352K in Q1 2023. 443 funds tracked by Wall St. Rank hold AVTR as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Avantor position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 16,655 Avantor shares in Q2 2023, an estimated $352K.
  • JP Morgan Private Wealth Advisors first reported a position in Avantor in Q4 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Avantor position peaked at $352K in Q1 2023.
  • 443 funds tracked by Wall St. Rank held Avantor as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.