Avantax Advisory Services’s Argan AGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$449K	Sell	2,037 -34	-2%	-$6.13K	﹤0.01%	1648
2025 Q1	$272K	Sell	2,071 -369	-15%	-$51.5K	﹤0.01%	1901
2024 Q4	$334K	Sell	2,440 -32	-1%	-$4.4K	﹤0.01%	1711
2024 Q3	$251K	Buy	+2,472	New	+$196K	﹤0.01%	1880

Other funds holding AGX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

VCM

Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avantax Advisory Services reduced its Argan (AGX) stake by 1.6% in Q2 2025, selling an estimated $6.13K and leaving 2,037 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Avantax Advisory Services first reported a position in AGX in Q3 2024 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold AGX as of Q2 2025.

Avantax Advisory Services held 2,037 shares of Argan worth $449K as of Q2 2025.
Avantax Advisory Services sold 34 Argan shares in Q2 2025, an estimated $6.13K.
Argan made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1648 holding.
Avantax Advisory Services first reported a position in Argan in Q3 2024 and has held it in 4 quarters since.
355 funds tracked by Wall St. Rank held Argan as of Q2 2025.

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