WA
AVNS

Waverly Advisors’s Avanos Medical AVNS Stock Holding History

Waverly 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
2018
Q1 		– Sell
-50
Closed -$2K – 192
2017
Q4 		$2K Buy
+50
New +$2.3K ﹤0.01% 383
2015
Q4 		– Sell
-541
Closed -$15K – 145
2015
Q3 		$15K Hold
541
– – 0.01% 317
2015
Q2 		$22K Buy
541
+7
+1% +$314 0.01% 207
2015
Q1 		$26K Hold
534
– – 0.01% 174
2014
Q4 		$24K Buy
+534
New +$21K 0.01% 196

Other funds holding AVNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waverly Advisors's AVNS Position: Q1 2018 in Review

Waverly Advisors sold out of Avanos Medical (AVNS) in Q1 2018, closing a stake of 50 shares — an estimated $2K sold.

Waverly Advisors first reported a position in AVNS in Q4 2014 and held it in 5 quarters. The position peaked at $26K in Q1 2015. 338 funds tracked by Wall St. Rank hold AVNS as of Q1 2018.

  • Waverly Advisors reported no remaining Avanos Medical position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 50 Avanos Medical shares in Q1 2018, an estimated $2K.
  • Waverly Advisors first reported a position in Avanos Medical in Q4 2014 and held it in 5 quarters.
  • Waverly Advisors's Avanos Medical position peaked at $26K in Q1 2015.
  • 338 funds tracked by Wall St. Rank held Avanos Medical as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.