Avantax Advisory Services’s Amyris Inc. AMRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-77,040	Closed	-$79.4K	–	1642
2023 Q2	$79.4K	Hold	77,040	–	–	﹤0.01%	1457
2023 Q1	$105K	Buy	77,040 +4,000	+5%	+$5.71K	﹤0.01%	1422
2022 Q4	$112K	Buy	73,040 +5,800	+9%	+$13K	﹤0.01%	1360
2022 Q3	$196K	Buy	67,240 +13,040	+24%	+$35.6K	﹤0.01%	1220
2022 Q2	$100K	Buy	54,200 +16,000	+42%	+$47.1K	﹤0.01%	1248
2022 Q1	$166K	Buy	38,200 +7,000	+22%	+$31.4K	﹤0.01%	1212
2021 Q4	$169K	Buy	+31,200	New	+$291K	﹤0.01%	1188

Other funds holding AMRS

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Gates Foundation Seattle, Washington $43.5M AUM 14.19% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's AMRS Position: Q3 2023 in Review

Avantax Advisory Services sold out of Amyris Inc. (AMRS) in Q3 2023, closing a stake of 77,040 shares — an estimated $79.4K sold.

Avantax Advisory Services first reported a position in AMRS in Q4 2021 and held it in 7 quarters. The position peaked at $196K in Q3 2022. 18 funds tracked by Wall St. Rank hold AMRS as of Q3 2023.

Avantax Advisory Services reported no remaining Amyris Inc. position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 77,040 Amyris Inc. shares in Q3 2023, an estimated $79.4K.
Avantax Advisory Services first reported a position in Amyris Inc. in Q4 2021 and held it in 7 quarters.
Avantax Advisory Services's Amyris Inc. position peaked at $196K in Q3 2022.
18 funds tracked by Wall St. Rank held Amyris Inc. as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.