WP
AVNS

WealthPLAN Partners’s Avanos Medical AVNS Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-1
Closed -$30 – 1265
2023
Q1 		$30 Buy
+1
New +$29 ﹤0.01% 1308
2017
Q2 		– Sell
-110
Closed -$4.21K – 196
2017
Q1 		$4.21K Buy
+110
New +$4.29K 0.01% 363
2016
Q3 		$6.18K Sell
181
-190
-51% -$6.66K ﹤0.01% 672
2016
Q2 		$5.89K Buy
+371
New +$11.4K ﹤0.01% 1926
2015
Q4 		$501 Buy
+15
New +$466 ﹤0.01% 1585

Other funds holding AVNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthPLAN Partners's AVNS Position: Q2 2023 in Review

WealthPLAN Partners sold out of Avanos Medical (AVNS) in Q2 2023, closing a stake of 1 share — an estimated $30 sold.

WealthPLAN Partners first reported a position in AVNS in Q4 2015 and held it in 5 quarters. The position peaked at $6.18K in Q3 2016. 274 funds tracked by Wall St. Rank hold AVNS as of Q2 2023.

  • WealthPLAN Partners reported no remaining Avanos Medical position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1 Avanos Medical share in Q2 2023, an estimated $30.
  • WealthPLAN Partners first reported a position in Avanos Medical in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Avanos Medical position peaked at $6.18K in Q3 2016.
  • 274 funds tracked by Wall St. Rank held Avanos Medical as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.