AAS
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Avantax Advisory Services’s APi Group APG Stock Holding History

Avantax Advisory Services’s Portfolio APG Stock Details APG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$265K Buy
+7,793
New +$223K ﹤0.01% 2012
2025
Q1 		– Sell
-11,445
Closed -$274K – 2234
2024
Q4 		$274K Buy
+11,445
New +$272K ﹤0.01% 1843

Other funds holding APG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Avantax Advisory Services opened a new position in APi Group (APG) in Q2 2025: 7,793 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #2012 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in APG as recently as Q4 2024.

Avantax Advisory Services first reported a position in APG in Q4 2024 and has held it in 2 quarters since. The position peaked at $274K in Q4 2024. 441 funds tracked by Wall St. Rank hold APG as of Q2 2025.

  • Avantax Advisory Services held 7,793 shares of APi Group worth $265K as of Q2 2025.
  • APi Group was a new Avantax Advisory Services position in Q2 2025.
  • APi Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2012 holding.
  • Avantax Advisory Services first reported a position in APi Group in Q4 2024 and has held it in 2 quarters since.
  • Avantax Advisory Services's APi Group position peaked at $274K in Q4 2024.
  • 441 funds tracked by Wall St. Rank held APi Group as of Q2 2025.

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