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Sheets Smith Wealth Management’s Avantor AVTR Stock Holding History

Sheets Smith Wealth Management’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
-14,806
Closed -$624K – 358
2021
Q4 		$624K Hold
14,806
– – 0.08% 207
2021
Q3 		$606K Sell
14,806
-456
-3% -$17.8K 0.08% 196
2021
Q2 		$542K Buy
15,262
+518
+4% +$16.8K 0.07% 212
2021
Q1 		$427K Hold
14,744
– – 0.06% 232
2020
Q4 		$415K Buy
14,744
+175
+1% +$4.51K 0.06% 226
2020
Q3 		$328K Buy
+14,569
New +$303K 0.06% 232

Other funds holding AVTR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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 $226B AUM 44.75% 1-Year Est. Return

Sheets Smith Wealth Management's AVTR Position: Q1 2022 in Review

Sheets Smith Wealth Management sold out of Avantor (AVTR) in Q1 2022, closing a stake of 14,806 shares — an estimated $624K sold.

Sheets Smith Wealth Management first reported a position in AVTR in Q3 2020 and held it in 6 quarters. The position peaked at $624K in Q4 2021. 482 funds tracked by Wall St. Rank hold AVTR as of Q1 2022.

  • Sheets Smith Wealth Management reported no remaining Avantor position as of Q1 2022 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 14,806 Avantor shares in Q1 2022, an estimated $624K.
  • Sheets Smith Wealth Management first reported a position in Avantor in Q3 2020 and held it in 6 quarters.
  • Sheets Smith Wealth Management's Avantor position peaked at $624K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held Avantor as of Q1 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.