PWAG
AVTR icon

Polaris Wealth Advisory Group’s Avantor AVTR Stock Holding History

Polaris Wealth Advisory 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
2022
Q1 		– Sell
-69,168
Closed -$2.92M – 161
2021
Q4 		$2.92M Buy
69,168
+38,136
+123% +$1.5M 0.17% 85
2021
Q3 		$1.27M Buy
31,032
+10,402
+50% +$406K 0.08% 96
2021
Q2 		$747K Sell
20,630
-400
-2% -$12.9K 0.04% 103
2021
Q1 		$667K Sell
21,030
-176,113
-89% -$5.08M 0.04% 107
2020
Q4 		$5.72M Buy
197,143
+25,008
+15% +$645K 0.43% 73
2020
Q3 		$4.04M Buy
+172,135
New +$3.58M 0.38% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Polaris Wealth Advisory Group's AVTR Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Avantor (AVTR) in Q1 2022, closing a stake of 69,168 shares — an estimated $2.92M sold.

Polaris Wealth Advisory Group first reported a position in AVTR in Q3 2020 and held it in 6 quarters. The position peaked at $5.72M in Q4 2020. 482 funds tracked by Wall St. Rank hold AVTR as of Q1 2022.

  • Polaris Wealth Advisory Group reported no remaining Avantor position as of Q1 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 69,168 Avantor shares in Q1 2022, an estimated $2.92M.
  • Polaris Wealth Advisory Group first reported a position in Avantor in Q3 2020 and held it in 6 quarters.
  • Polaris Wealth Advisory Group's Avantor position peaked at $5.72M in Q4 2020.
  • 482 funds tracked by Wall St. Rank held Avantor as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.