Wealthspire Advisors (Maryland)’s Avient AVNT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AVNT Stock Details AVNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,101	Closed	-$32K	–	592
2019 Q1	$32K	Sell	1,101 -670	-38%	-$21K	﹤0.01%	1075
2018 Q4	$51K	Sell	1,771 -1,041	-37%	-$34.8K	﹤0.01%	846
2018 Q3	$123K	Sell	2,812 -171	-6%	-$7.48K	0.01%	608
2018 Q2	$129K	Sell	2,983 -1,119	-27%	-$48.1K	0.01%	603
2018 Q1	$174K	Sell	4,102 -841	-17%	-$36.3K	0.02%	516
2017 Q4	$215K	Buy	4,943 +257	+5%	+$11.3K	0.02%	456
2017 Q3	$188K	Buy	4,686 +437	+10%	+$16.3K	0.02%	493
2017 Q2	$165K	Buy	4,249 +2,900	+215%	+$108K	0.02%	520
2017 Q1	$46K	Buy	1,349 +101	+8%	+$3.39K	0.01%	823
2016 Q4	$40K	Buy	1,248 +112	+10%	+$3.6K	0.01%	831
2016 Q3	$38K	Buy	1,136 +204	+22%	+$7.06K	0.01%	857
2016 Q2	$33K	Buy	932 +162	+21%	+$5.71K	0.01%	829
2016 Q1	$23K	Buy	770 +85	+12%	+$2.34K	﹤0.01%	919
2015 Q4	$22K	Buy	+685	New	+$22.9K	﹤0.01%	931

Other funds holding AVNT

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return