Regent Peak Wealth Advisors’s Avantor AVTR Stock Holding History

Regent Peak Wealth Advisors’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 Q1	–	Sell	-214	Closed	-$6K	–	216
2020 Q4	$6K	Buy	+214	New	+$5.52K	﹤0.01%	621

Other funds holding AVTR

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NMVA

New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Regent Peak Wealth Advisors's AVTR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Avantor (AVTR) in Q1 2021, closing a stake of 214 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in AVTR in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 415 funds tracked by Wall St. Rank hold AVTR as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Avantor position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 214 Avantor shares in Q1 2021, an estimated $6K.
Regent Peak Wealth Advisors first reported a position in Avantor in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Avantor position peaked at $6K in Q4 2020.
415 funds tracked by Wall St. Rank held Avantor as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.