Avantax Advisory Services, Inc. Closed Holding Positions

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BLUE
Bluebird Bio, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
4,600
$27.5 - $37.92 $127K - $174K
Columbia Ppty Tr Inc
Q4 2020 Filed on Jan 22, 2021
18,060
N/A
BOH
Bank Of Hawaii Corp

Financial Services
Q4 2020 Filed on Jan 22, 2021
16,546
$50.03 - $79.51 $828K - $1.32M
AAU
Almaden Minerals LTD

Basic Materials
Q4 2020 Filed on Jan 22, 2021
16,000
$0.47 - $1.21 $7.52K - $19.4K
DHC
Diversified Healthcare Trust

Real Estate
Q4 2020 Filed on Jan 22, 2021
61,758
$2.9 - $5.13 $179K - $317K
Allianzgi Diversified Income
Q4 2020 Filed on Jan 22, 2021
11,650
N/A
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
Q4 2020 Filed on Jan 22, 2021
24,811
$34.58 - $40.06 $858K - $994K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
Q4 2020 Filed on Jan 22, 2021
17,900
$4.91 - $8.81 $87.9K - $158K
Allianzgi Conv Income Fd
Q4 2020 Filed on Jan 22, 2021
14,704
N/A
RDOG
Alps ETF Trust Alps Reit Divid

ETFs
Q4 2020 Filed on Jan 22, 2021
7,174
$32.64 - $42.7 $234K - $306K
Cyrusone Inc
Q4 2020 Filed on Jan 22, 2021
3,098
N/A
CRBP
Corbus Pharmaceuticals Holdings, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
12,031
$0.94 - $1.89 $11.3K - $22.7K
AMED
Amedisys Inc

Healthcare
Q4 2020 Filed on Jan 22, 2021
1,949
$231.3 - $293.33 $451K - $572K
AU
Anglogold Ashanti LTD

Basic Materials
Q4 2020 Filed on Jan 22, 2021
16,407
$20.77 - $27.97 $341K - $459K
ANIX
Anixa Biosciences Inc

Healthcare
Q4 2020 Filed on Jan 22, 2021
53,150
$1.94 - $3.19 $103K - $170K
Alexion Pharmaceuticals Inc
Q4 2020 Filed on Jan 22, 2021
11,428
N/A
IBCP
Independent Bank Corp

Financial Services
Q3 2020 Filed on Oct 14, 2020
20,015
$12.29 - $15.7 $246K - $314K
DRE
Duke Realty Corp

Real Estate
Q3 2020 Filed on Oct 14, 2020
6,354
$35.31 - $40.2 $224K - $255K
FBC
Flagstar Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 14, 2020
10,124
$26.81 - $32.83 $271K - $332K
BRX
Brixmor Property Group Inc.

Real Estate
Q3 2020 Filed on Oct 14, 2020
23,384
$10.99 - $13.26 $257K - $310K
ZTR
Virtus Total Return Fund Inc.

Financial
Q3 2020 Filed on Oct 14, 2020
25,772
$7.76 - $8.37 $200K - $216K
Pennsylvania Real Estate Inv
Q3 2020 Filed on Oct 14, 2020
13,671
N/A
WTRH
Waitr Holdings Inc.

Technology
Q3 2020 Filed on Oct 14, 2020
247,050
$2.63 - $5.59 $650K - $1.38M
TEAM
Atlassian Corp PLC

Technology
Q3 2020 Filed on Oct 14, 2020
1,345
$160.75 - $196.41 $216K - $264K
CAE
Cae Inc

Industrials
Q3 2020 Filed on Oct 14, 2020
12,007
$14.05 - $16.48 $169K - $198K
John Hancock Exchange Traded
Q3 2020 Filed on Oct 14, 2020
9,063
N/A
Lattice Strategies Tr
Q3 2020 Filed on Oct 14, 2020
15,822
N/A
Telefonica Brasil Sa
Q3 2020 Filed on Oct 14, 2020
10,286
N/A
Polymet Mng Corp
Q3 2020 Filed on Oct 14, 2020
32,006
N/A
SASR
Sandy Spring Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 14, 2020
10,006
$21.32 - $25.65 $213K - $257K
VMW
Vmware, Inc.

Technology
Q3 2020 Filed on Oct 14, 2020
1,653
$134.48 - $153.1 $222K - $253K
KMPR
Kemper Corp

Financial Services
Q3 2020 Filed on Oct 14, 2020
2,877
$65.11 - $84.85 $187K - $244K
LZB
La Z Boy Inc

Consumer Cyclical
Q3 2020 Filed on Oct 14, 2020
16,392
$26.3 - $33.62 $431K - $551K
Organovo Hldgs Inc
Q3 2020 Filed on Oct 14, 2020
100,960
N/A
AGCO
Agco Corp

Industrials
Q3 2020 Filed on Oct 14, 2020
6,157
$53.42 - $76.26 $329K - $470K
Colony Cr Real Estate Inc
Q2 2020 Filed on Aug 06, 2020
21,896
N/A
DFNL
Davis Fundamental ETF Tr

ETFs
Q2 2020 Filed on Aug 06, 2020
32,227
$15.65 - $21.67 $504K - $698K
IRDM
Iridium Communications Inc.

Communication Services
Q2 2020 Filed on Aug 06, 2020
45,307
$20.23 - $26.99 $917K - $1.22M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q2 2020 Filed on Aug 06, 2020
2,145
$95.45 - $125.89 $205K - $270K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q2 2020 Filed on Aug 06, 2020
28,753
$24.47 - $25.29 $704K - $727K
Goldman Sachs Mlp Energy Ren
Q2 2020 Filed on Aug 06, 2020
21,338
N/A
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q2 2020 Filed on Aug 06, 2020
11,622
$7.46 - $15.4 $86.7K - $179K
Chesapeake Energy Corp
Q2 2020 Filed on Aug 06, 2020
141,928
N/A
Fs Kkr Capital Corp
Q2 2020 Filed on Aug 06, 2020
1,043,139
N/A
United Technologies Corp
Q2 2020 Filed on Aug 06, 2020
24,268
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 06, 2020
245,563
N/A
RMT
Royce Micro Cap Trust, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
46,151
$5.07 - $7.81 $234K - $360K
Raytheon CO
Q2 2020 Filed on Aug 06, 2020
11,560
N/A
MAXR
Maxar Technologies Inc.

Technology
Q2 2020 Filed on Aug 06, 2020
22,685
$9.12 - $18.66 $207K - $423K
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email