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TCI Wealth Advisors’s Avantor AVTR Stock Holding History

TCI 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
2023
Q2 		– Sell
-18
Closed -$381 – 384
2023
Q1 		$381 Buy
18
+2
+13% +$46 ﹤0.01% 2262
2022
Q4 		$337 Buy
16
+1
+7% +$21 ﹤0.01% 2267
2022
Q3 		$0 Buy
+15
New +$402 ﹤0.01% 2251
2022
Q2 		– Sell
-180
Closed -$6K – 2272
2022
Q1 		$6K Sell
180
-30
-14% -$1.07K ﹤0.01% 1390
2021
Q4 		$9K Buy
210
+68
+48% +$2.68K ﹤0.01% 1225
2021
Q3 		$6K Sell
142
-62
-30% -$2.42K ﹤0.01% 1420
2021
Q2 		$7K Buy
204
+93
+84% +$3.01K ﹤0.01% 1182
2021
Q1 		$3K Buy
+111
New +$3.2K ﹤0.01% 1488
2020
Q3 		– Sell
-43
Closed -$1K – 1525
2020
Q2 		$1K Sell
43
-43
-50% -$700 ﹤0.01% 1206
2020
Q1 		$1K Buy
+86
New +$1.38K ﹤0.01% 1186

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
NMC
New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TCI Wealth Advisors's AVTR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Avantor (AVTR) in Q2 2023, closing a stake of 18 shares — an estimated $381 sold.

TCI Wealth Advisors first reported a position in AVTR in Q1 2020 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 443 funds tracked by Wall St. Rank hold AVTR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Avantor position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 18 Avantor shares in Q2 2023, an estimated $381.
  • TCI Wealth Advisors first reported a position in Avantor in Q1 2020 and held it in 10 quarters.
  • TCI Wealth Advisors's Avantor position peaked at $9K in Q4 2021.
  • 443 funds tracked by Wall St. Rank held Avantor as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.