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Avantax Advisory Services’s Ameris Bancorp ABCB Stock Holding History

Avantax Advisory Services’s Portfolio ABCB Stock Details ABCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,934
Closed -$246K – 2228
2024
Q4 		$246K Sell
3,934
-724
-16% -$47.5K ﹤0.01% 1922
2024
Q3 		$291K Sell
4,658
-795
-15% -$46.5K ﹤0.01% 1775
2024
Q2 		$275K Buy
+5,453
New +$261K ﹤0.01% 1752

Other funds holding ABCB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's ABCB Position: Q1 2025 in Review

Avantax Advisory Services sold out of Ameris Bancorp (ABCB) in Q1 2025, closing a stake of 3,934 shares — an estimated $246K sold.

Avantax Advisory Services first reported a position in ABCB in Q2 2024 and held it in 3 quarters. The position peaked at $291K in Q3 2024. 345 funds tracked by Wall St. Rank hold ABCB as of Q1 2025.

  • Avantax Advisory Services reported no remaining Ameris Bancorp position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 3,934 Ameris Bancorp shares in Q1 2025, an estimated $246K.
  • Avantax Advisory Services first reported a position in Ameris Bancorp in Q2 2024 and held it in 3 quarters.
  • Avantax Advisory Services's Ameris Bancorp position peaked at $291K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held Ameris Bancorp as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.