United Capital Financial Advisors’s Avantor AVTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-148,137
Closed -$3.38M 1073
2023
Q4
$3.38M Sell
148,137
-102,787
-41% -$2.35M 0.03% 336
2023
Q3
$5.29M Sell
250,924
-31,787
-11% -$670K 0.03% 291
2023
Q2
$5.81M Sell
282,711
-19,485
-6% -$400K 0.03% 294
2023
Q1
$6.39M Buy
302,196
+154,018
+104% +$3.26M 0.04% 294
2022
Q4
$3.13M Sell
148,178
-139,891
-49% -$2.95M 0.02% 396
2022
Q3
$5.65M Sell
288,069
-94,766
-25% -$1.86M 0.03% 311
2022
Q2
$11.9M Sell
382,835
-25,611
-6% -$796K 0.07% 236
2022
Q1
$13.8M Buy
+408,446
New +$13.8M 0.07% 237