PWAG
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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 $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 $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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