RIM
AVNS

Rockbridge Investment Management’s Avanos Medical AVNS Stock Holding History

Rockbridge Investment Management’s Portfolio AVNS Stock Details AVNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19
Closed -$427 – 162
2023
Q4 		$427 Buy
+19
New +$392 ﹤0.01% 622
2022
Q3 		– Sell
-15
Closed -$411 – 141
2022
Q2 		$411 Sell
15
-18
-55% -$517 ﹤0.01% 608
2022
Q1 		$1.15K Hold
33
– – ﹤0.01% 726
2021
Q4 		$1K Hold
33
– – ﹤0.01% 751
2021
Q3 		$1K Hold
33
– – ﹤0.01% 699
2021
Q2 		$1K Buy
33
+18
+120% +$744 ﹤0.01% 694
2021
Q1 		$1K Hold
15
– – ﹤0.01% 676
2020
Q4 		$1K Hold
15
– – ﹤0.01% 651
2020
Q3 		$0 Hold
15
– – ﹤0.01% 646
2020
Q2 		$0 Buy
+15
New +$434 ﹤0.01% 625

Other funds holding AVNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Rockbridge Investment Management's AVNS Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Avanos Medical (AVNS) in Q1 2024, closing a stake of 19 shares — an estimated $427 sold.

Rockbridge Investment Management first reported a position in AVNS in Q2 2020 and held it in 10 quarters. The position peaked at $1.15K in Q1 2022. 261 funds tracked by Wall St. Rank hold AVNS as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Avanos Medical position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 19 Avanos Medical shares in Q1 2024, an estimated $427.
  • Rockbridge Investment Management first reported a position in Avanos Medical in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Avanos Medical position peaked at $1.15K in Q1 2022.
  • 261 funds tracked by Wall St. Rank held Avanos Medical as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.