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Prospera Financial Services’s Avantor AVTR Stock Holding History

Prospera Financial Services’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
2023
Q4 		– Sell
-17,712
Closed -$373K – 1055
2023
Q3 		$373K Buy
17,712
+353
+2% +$7.51K 0.01% 718
2023
Q2 		$357K Buy
+17,359
New +$351K 0.01% 722
2022
Q3 		– Sell
-269
Closed -$8K – 886
2022
Q2 		$8K Hold
269
– – ﹤0.01% 1381
2022
Q1 		$9K Buy
+269
New +$9.6K ﹤0.01% 2058

Other funds holding AVTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
NMC
New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return

Prospera Financial Services's AVTR Position: Q4 2023 in Review

Prospera Financial Services sold out of Avantor (AVTR) in Q4 2023, closing a stake of 17,712 shares — an estimated $373K sold.

Prospera Financial Services first reported a position in AVTR in Q1 2022 and held it in 4 quarters. The position peaked at $373K in Q3 2023. 471 funds tracked by Wall St. Rank hold AVTR as of Q4 2023.

  • Prospera Financial Services reported no remaining Avantor position as of Q4 2023 after selling out during the quarter.
  • Prospera Financial Services sold 17,712 Avantor shares in Q4 2023, an estimated $373K.
  • Prospera Financial Services first reported a position in Avantor in Q1 2022 and held it in 4 quarters.
  • Prospera Financial Services's Avantor position peaked at $373K in Q3 2023.
  • 471 funds tracked by Wall St. Rank held Avantor as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.