Avantax Advisory Services’s First Majestic Silver AG Stock Holding History

Avantax Advisory Services’s Portfolio AG Stock Details AG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-28,197	Closed	-$145K	–	1573
2023 Q3	$145K	Buy	+28,197	New	+$168K	﹤0.01%	1464
2023 Q1	–	Sell	-13,518	Closed	-$113K	–	1488
2022 Q4	$113K	Buy	+13,518	New	+$118K	﹤0.01%	1358
2022 Q3	–	Sell	-16,585	Closed	-$119K	–	1329
2022 Q2	$119K	Buy	16,585 +261	+2%	+$2.55K	﹤0.01%	1239
2022 Q1	$216K	Buy	16,324 +3,063	+23%	+$35.9K	﹤0.01%	1157
2021 Q4	$147K	Buy	+13,261	New	+$160K	﹤0.01%	1198
2021 Q3	–	Sell	-15,566	Closed	-$247K	–	1178
2021 Q2	$247K	Sell	15,566 -9,636	-38%	-$161K	﹤0.01%	986
2021 Q1	$394K	Buy	+25,202	New	+$404K	0.01%	697
2020 Q1	–	Sell	-17,819	Closed	-$218K	–	803
2019 Q4	$218K	Buy	+17,819	New	+$187K	0.01%	753

Other funds holding AG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avantax Advisory Services's AG Position: Q4 2023 in Review

Avantax Advisory Services sold out of First Majestic Silver (AG) in Q4 2023, closing a stake of 28,197 shares — an estimated $145K sold.

Avantax Advisory Services first reported a position in AG in Q4 2019 and held it in 8 quarters. The position peaked at $394K in Q1 2021. 209 funds tracked by Wall St. Rank hold AG as of Q4 2023.

Avantax Advisory Services reported no remaining First Majestic Silver position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 28,197 First Majestic Silver shares in Q4 2023, an estimated $145K.
Avantax Advisory Services first reported a position in First Majestic Silver in Q4 2019 and held it in 8 quarters.
Avantax Advisory Services's First Majestic Silver position peaked at $394K in Q1 2021.
209 funds tracked by Wall St. Rank held First Majestic Silver as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.