Wealthfront Advisers
AVTR icon

Wealthfront Advisers’s Avantor AVTR Stock Holding History

Wealthfront Advisers’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
2025
Q2 		– Sell
-21,347
Closed -$346K – 965
2025
Q1 		$346K Buy
21,347
+9,021
+73% +$171K ﹤0.01% 831
2024
Q4 		$260K Buy
12,326
+693
+6% +$15.6K ﹤0.01% 853
2024
Q3 		$301K Sell
11,633
-4,303
-27% -$106K ﹤0.01% 834
2024
Q2 		$338K Sell
15,936
-67,524
-81% -$1.63M ﹤0.01% 791
2024
Q1 		$2.13M Buy
83,460
+64,252
+335% +$1.53M 0.01% 471
2023
Q4 		$439K Buy
19,208
+8,861
+86% +$182K ﹤0.01% 739
2023
Q3 		$218K Buy
+10,347
New +$220K ﹤0.01% 805
2022
Q3 		– Sell
-12,720
Closed -$396K – 762
2022
Q2 		$396K Buy
12,720
+4,004
+46% +$125K ﹤0.01% 633
2022
Q1 		$295K Buy
8,716
+3,578
+70% +$128K ﹤0.01% 710
2021
Q4 		$217K Sell
5,138
-246
-5% -$9.7K ﹤0.01% 739
2021
Q3 		$221K Buy
+5,384
New +$210K ﹤0.01% 671

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return