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Sheaff Brock Investment Advisors’s Avantor AVTR Stock Holding History

Sheaff Brock Investment 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
2022
Q4 		– Sell
-40,734
Closed -$798K – 513
2022
Q3 		$798K Sell
40,734
-95
-0.2% -$2.54K 0.09% 182
2022
Q2 		$1.27M Buy
40,829
+616
+2% +$19.2K 0.11% 124
2022
Q1 		$1.36M Buy
40,213
+646
+2% +$23K 0.09% 145
2021
Q4 		$1.67M Buy
39,567
+2,040
+5% +$80.4K 0.11% 127
2021
Q3 		$1.53M Buy
+37,527
New +$1.47M 0.11% 131

Other funds holding AVTR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
NMC
New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sheaff Brock Investment Advisors's AVTR Position: Q4 2022 in Review

Sheaff Brock Investment Advisors sold out of Avantor (AVTR) in Q4 2022, closing a stake of 40,734 shares — an estimated $798K sold.

Sheaff Brock Investment Advisors first reported a position in AVTR in Q3 2021 and held it in 5 quarters. The position peaked at $1.67M in Q4 2021. 446 funds tracked by Wall St. Rank hold AVTR as of Q4 2022.

  • Sheaff Brock Investment Advisors reported no remaining Avantor position as of Q4 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 40,734 Avantor shares in Q4 2022, an estimated $798K.
  • Sheaff Brock Investment Advisors first reported a position in Avantor in Q3 2021 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Avantor position peaked at $1.67M in Q4 2021.
  • 446 funds tracked by Wall St. Rank held Avantor as of Q4 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.