WealthPLAN Partners’s Avantor AVTR Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-384	Closed	-$8.12K	–	1266
2023 Q1	$8.12K	Buy	+384	New	+$8.75K	﹤0.01%	916

Other funds holding AVTR

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

NMC

New Mountain Capital New York $139M AUM 26.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WealthPLAN Partners's AVTR Position: Q2 2023 in Review

WealthPLAN Partners sold out of Avantor (AVTR) in Q2 2023, closing a stake of 384 shares — an estimated $8.12K sold.

WealthPLAN Partners first reported a position in AVTR in Q1 2023 and held it in 1 quarter. The position peaked at $8.12K in Q1 2023. 443 funds tracked by Wall St. Rank hold AVTR as of Q2 2023.

WealthPLAN Partners reported no remaining Avantor position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 384 Avantor shares in Q2 2023, an estimated $8.12K.
WealthPLAN Partners first reported a position in Avantor in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Avantor position peaked at $8.12K in Q1 2023.
443 funds tracked by Wall St. Rank held Avantor as of Q2 2023.

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