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Next Financial Group’s Avantor AVTR Stock Holding History

Next Financial Group’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 		$20K Buy
468
+427
+1,041% +$16.8K ﹤0.01% 1878
2021
Q3 		$2K Sell
41
-689
-94% -$26.9K ﹤0.01% 2444
2021
Q2 		$26K Sell
730
-536
-42% -$17.3K ﹤0.01% 1647
2021
Q1 		$37K Buy
1,266
+432
+52% +$12.5K ﹤0.01% 1394
2020
Q4 		$23K Buy
+834
New +$21.5K ﹤0.01% 1485

Other funds holding AVTR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $194B AUM 35% 1-Year Est. Return

Next Financial Group's AVTR Position: Q4 2021 in Review

Next Financial Group increased its Avantor (AVTR) stake by 1,041% in Q4 2021, buying an estimated $16.8K and bringing the position to 468 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Next Financial Group first reported a position in AVTR in Q4 2020 and has held it in 5 quarters since. The position peaked at $37K in Q1 2021. 496 funds tracked by Wall St. Rank hold AVTR as of Q4 2021.

  • Next Financial Group held 468 shares of Avantor worth $20K as of Q4 2021.
  • Next Financial Group bought 427 Avantor shares in Q4 2021, an estimated $16.8K.
  • Avantor made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1878 holding.
  • Next Financial Group first reported a position in Avantor in Q4 2020 and has held it in 5 quarters since.
  • Next Financial Group's Avantor position peaked at $37K in Q1 2021.
  • 496 funds tracked by Wall St. Rank held Avantor as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.