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Windsor Wealth Management’s Avantor AVTR Stock Holding History

Windsor Wealth Management’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
2022
Q1 		– Sell
-6,070
Closed -$238K – 231
2021
Q4 		$238K Hold
6,070
– – 0.04% 217
2021
Q3 		$252K Buy
+6,070
New +$237K 0.05% 195

Other funds holding AVTR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Windsor Wealth Management's AVTR Position: Q1 2022 in Review

Windsor Wealth Management sold out of Avantor (AVTR) in Q1 2022, closing a stake of 6,070 shares — an estimated $238K sold.

Windsor Wealth Management first reported a position in AVTR in Q3 2021 and held it in 2 quarters. The position peaked at $252K in Q3 2021. 482 funds tracked by Wall St. Rank hold AVTR as of Q1 2022.

  • Windsor Wealth Management reported no remaining Avantor position as of Q1 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 6,070 Avantor shares in Q1 2022, an estimated $238K.
  • Windsor Wealth Management first reported a position in Avantor in Q3 2021 and held it in 2 quarters.
  • Windsor Wealth Management's Avantor position peaked at $252K in Q3 2021.
  • 482 funds tracked by Wall St. Rank held Avantor as of Q1 2022.

Based on Windsor Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.