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Valeo Financial Advisors’s Avantor AVTR Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-17
Closed – – 624
2021
Q1 		$0 Buy
+17
New +$491 ﹤0.01% 2017
2020
Q3 		– Sell
-161
Closed -$3K – 1613
2020
Q2 		$3K Hold
161
– – ﹤0.01% 1651
2020
Q1 		$2K Hold
161
– – ﹤0.01% 1486
2019
Q4 		$3K Buy
+161
New +$2.56K ﹤0.01% 1379

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Valeo Financial Advisors's AVTR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Avantor (AVTR) in Q2 2021, closing a stake of 17 shares.

Valeo Financial Advisors first reported a position in AVTR in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2020. 440 funds tracked by Wall St. Rank hold AVTR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Avantor position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 17 Avantor shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Avantor in Q4 2019 and held it in 4 quarters.
  • Valeo Financial Advisors's Avantor position peaked at $3K in Q2 2020.
  • 440 funds tracked by Wall St. Rank held Avantor as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.