SWA
AVNS

SOA Wealth Advisors’s Avanos Medical AVNS Stock Holding History

SOA Wealth Advisors’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
2023
Q2 		– Sell
-1
Closed -$30 – 942
2023
Q1 		$30 Hold
1
– – ﹤0.01% 956
2022
Q4 		$27 Hold
1
– – ﹤0.01% 962
2022
Q3 		$0 Hold
1
– – ﹤0.01% 824
2022
Q2 		$0 Hold
1
– – ﹤0.01% 815
2022
Q1 		$0 Sell
1
-8
-89% -$258 ﹤0.01% 898
2021
Q4 		$0 Buy
9
+1
+13% +$32 ﹤0.01% 873
2021
Q3 		$0 Hold
8
– – ﹤0.01% 890
2021
Q2 		$0 Hold
8
– – ﹤0.01% 861
2021
Q1 		$0 Sell
8
-3
-27% -$141 ﹤0.01% 809
2020
Q4 		$0 Buy
+11
New +$458 ﹤0.01% 789

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SOA Wealth Advisors's AVNS Position: Q2 2023 in Review

SOA Wealth Advisors sold out of Avanos Medical (AVNS) in Q2 2023, closing a stake of 1 share — an estimated $30 sold.

SOA Wealth Advisors first reported a position in AVNS in Q4 2020 and held it in 10 quarters. The position peaked at $30 in Q1 2023. 274 funds tracked by Wall St. Rank hold AVNS as of Q2 2023.

  • SOA Wealth Advisors reported no remaining Avanos Medical position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 1 Avanos Medical share in Q2 2023, an estimated $30.
  • SOA Wealth Advisors first reported a position in Avanos Medical in Q4 2020 and held it in 10 quarters.
  • SOA Wealth Advisors's Avanos Medical position peaked at $30 in Q1 2023.
  • 274 funds tracked by Wall St. Rank held Avanos Medical as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.