Valley Wealth Managers’s Avanos Medical AVNS Stock Holding History

Valley Wealth Managers’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 Q4	–	Sell	-21	Closed	-$425	–	347
2023 Q3	$425	Hold	21	–	–	﹤0.01%	343
2023 Q2	$537	Hold	21	–	–	﹤0.01%	315
2023 Q1	$625	Hold	21	–	–	﹤0.01%	330
2022 Q4	$568	Hold	21	–	–	﹤0.01%	342
2022 Q3	$0	Hold	21	–	–	﹤0.01%	435
2022 Q2	$1K	Buy	+21	New	+$603	﹤0.01%	400
2016 Q4	–	Sell	-9,414	Closed	-$326K	–	260
2016 Q3	$326K	Sell	9,414 -205	-2%	-$7.18K	0.05%	112
2016 Q2	$313K	Sell	9,619 -251	-3%	-$7.69K	0.05%	110
2016 Q1	$283K	Sell	9,870 -682	-6%	-$18.2K	0.05%	97
2015 Q4	$353K	Sell	10,552 -323	-3%	-$10K	0.06%	91
2015 Q3	$309K	Sell	10,875 -96	-0.9%	-$3.35K	0.06%	89
2015 Q2	$445K	Sell	10,971 -478	-4%	-$21.5K	0.08%	89
2015 Q1	$563K	Sell	11,449 -165	-1%	-$7.64K	0.1%	88
2014 Q4	$529K	Buy	+11,614	New	+$456K	0.09%	91

Other funds holding AVNS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return