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Kingswood Wealth Advisors’s Avient AVNT Stock Holding History

Kingswood Wealth Advisors’s Portfolio AVNT Stock Details AVNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,497
Closed -$225K – 730
2024
Q4 		$225K Buy
+5,497
New +$266K 0.02% 702

Other funds holding AVNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Kingswood Wealth Advisors's AVNT Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Avient (AVNT) in Q1 2025, closing a stake of 5,497 shares — an estimated $225K sold.

Kingswood Wealth Advisors first reported a position in AVNT in Q4 2024 and held it in 1 quarter. The position peaked at $225K in Q4 2024. 321 funds tracked by Wall St. Rank hold AVNT as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Avient position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,497 Avient shares in Q1 2025, an estimated $225K.
  • Kingswood Wealth Advisors first reported a position in Avient in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Avient position peaked at $225K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held Avient as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.