AAS
AGNT

Avantax Advisory Services’s AGNT Inc AGNT Stock Holding History

Avantax Advisory Services’s Portfolio AGNT Stock Details AGNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$93.1K Sell
10,235
-17,287
-63% -$151K ﹤0.01% 2294
2025
Q1 		$269K Buy
27,522
+1,493
+6% +$15.9K ﹤0.01% 1912
2024
Q4 		$300K Buy
26,029
+263
+1% +$3.47K ﹤0.01% 1779
2024
Q3 		$363K Sell
25,766
-2,753
-10% -$35.5K ﹤0.01% 1624
2024
Q2 		$322K Buy
+28,519
New +$312K ﹤0.01% 1649
2023
Q1 		– Sell
-11,756
Closed -$130K – 1503
2022
Q4 		$130K Buy
11,756
+265
+2% +$3.21K ﹤0.01% 1350
2022
Q3 		$129K Buy
+11,491
New +$160K ﹤0.01% 1254

Other funds holding AGNT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's AGNT Position: Q2 2025 in Review

Avantax Advisory Services reduced its AGNT Inc (AGNT) stake by 63% in Q2 2025, selling an estimated $151K and leaving 10,235 shares worth $93.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Avantax Advisory Services first reported a position in AGNT in Q3 2022 and has held it in 7 quarters since. The position peaked at $363K in Q3 2024. 212 funds tracked by Wall St. Rank hold AGNT as of Q2 2025.

  • Avantax Advisory Services held 10,235 shares of AGNT Inc worth $93.1K as of Q2 2025.
  • Avantax Advisory Services sold 17,287 AGNT Inc shares in Q2 2025, an estimated $151K.
  • AGNT Inc made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2294 holding.
  • Avantax Advisory Services first reported a position in AGNT Inc in Q3 2022 and has held it in 7 quarters since.
  • Avantax Advisory Services's AGNT Inc position peaked at $363K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held AGNT Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.