AAS
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Avantax Advisory Services’s Andersons Inc ANDE Stock Holding History

Avantax Advisory Services’s Portfolio ANDE Stock Details ANDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$305K Sell
8,290
-74
-0.9% -$2.71K ﹤0.01% 1896
2025
Q1 		$359K Sell
8,364
-489
-6% -$20.8K ﹤0.01% 1707
2024
Q4 		$359K Sell
8,853
-254
-3% -$11.8K ﹤0.01% 1665
2024
Q3 		$457K Buy
9,107
+26
+0.3% +$1.29K ﹤0.01% 1475
2024
Q2 		$450K Buy
9,081
+914
+11% +$48.9K ﹤0.01% 1428
2024
Q1 		$469K Sell
8,167
-101
-1% -$5.44K ﹤0.01% 1072
2023
Q4 		$476K Buy
8,268
+29
+0.4% +$1.5K ﹤0.01% 1016
2023
Q3 		$424K Buy
8,239
+24
+0.3% +$1.2K ﹤0.01% 1018
2023
Q2 		$379K Buy
+8,215
New +$344K ﹤0.01% 1065

Other funds holding ANDE

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avantax Advisory Services reduced its Andersons Inc (ANDE) stake by 0.88% in Q2 2025, selling an estimated $2.71K and leaving 8,290 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Avantax Advisory Services first reported a position in ANDE in Q2 2023 and has held it in 9 quarters since. The position peaked at $476K in Q4 2023. 239 funds tracked by Wall St. Rank hold ANDE as of Q2 2025.

  • Avantax Advisory Services held 8,290 shares of Andersons Inc worth $305K as of Q2 2025.
  • Avantax Advisory Services sold 74 Andersons Inc shares in Q2 2025, an estimated $2.71K.
  • Andersons Inc made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1896 holding.
  • Avantax Advisory Services first reported a position in Andersons Inc in Q2 2023 and has held it in 9 quarters since.
  • Avantax Advisory Services's Andersons Inc position peaked at $476K in Q4 2023.
  • 239 funds tracked by Wall St. Rank held Andersons Inc as of Q2 2025.

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