Orgel Wealth Management’s Avient AVNT Stock Holding History

Orgel Wealth Management’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
2023 Q1	–	Sell	-10,557	Closed	-$356K	–	73
2022 Q4	$356K	Hold	10,557	–	–	0.01%	57
2022 Q3	$320K	Hold	10,557	–	–	0.02%	55
2022 Q2	$423K	Hold	10,557	–	–	0.02%	43
2022 Q1	$507K	Hold	10,557	–	–	0.03%	37
2021 Q4	$591K	Hold	10,557	–	–	0.06%	30
2021 Q3	$489K	Hold	10,557	–	–	0.06%	33
2021 Q2	$519K	Hold	10,557	–	–	0.07%	31
2021 Q1	$499K	Hold	10,557	–	–	0.07%	28
2020 Q4	$425K	Hold	10,557	–	–	0.09%	29
2020 Q3	$279K	Hold	10,557	–	–	0.08%	35
2020 Q2	$277K	Hold	10,557	–	–	0.1%	36
2020 Q1	$200K	Buy	+10,557	New	+$295K	0.08%	39

Other funds holding AVNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Orgel Wealth Management's AVNT Position: Q1 2023 in Review

Orgel Wealth Management sold out of Avient (AVNT) in Q1 2023, closing a stake of 10,557 shares — an estimated $356K sold.

Orgel Wealth Management first reported a position in AVNT in Q1 2020 and held it in 12 quarters. The position peaked at $591K in Q4 2021. 263 funds tracked by Wall St. Rank hold AVNT as of Q1 2023.

Orgel Wealth Management reported no remaining Avient position as of Q1 2023 after selling out during the quarter.
Orgel Wealth Management sold 10,557 Avient shares in Q1 2023, an estimated $356K.
Orgel Wealth Management first reported a position in Avient in Q1 2020 and held it in 12 quarters.
Orgel Wealth Management's Avient position peaked at $591K in Q4 2021.
263 funds tracked by Wall St. Rank held Avient as of Q1 2023.

Based on Orgel Wealth Management's 13F filing for Q1 2023, filed 6 Apr 2023.