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Avantax Advisory Services’s Arcos Dorados Holdings ARCO Stock Holding History

Avantax Advisory Services’s Portfolio ARCO Stock Details ARCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,996
Closed -$146K – 2235
2024
Q4 		$146K Buy
19,996
+523
+3% +$4.48K ﹤0.01% 2094
2024
Q3 		$170K Buy
19,473
+4
+0% +$37 ﹤0.01% 2024
2024
Q2 		$175K Buy
19,469
+886
+5% +$9.12K ﹤0.01% 1972
2024
Q1 		$207K Hold
18,583
– – ﹤0.01% 1529
2023
Q4 		$236K Buy
+18,583
New +$199K ﹤0.01% 1371

Other funds holding ARCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's ARCO Position: Q1 2025 in Review

Avantax Advisory Services sold out of Arcos Dorados Holdings (ARCO) in Q1 2025, closing a stake of 19,996 shares — an estimated $146K sold.

Avantax Advisory Services first reported a position in ARCO in Q4 2023 and held it in 5 quarters. The position peaked at $236K in Q4 2023. 164 funds tracked by Wall St. Rank hold ARCO as of Q1 2025.

  • Avantax Advisory Services reported no remaining Arcos Dorados Holdings position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 19,996 Arcos Dorados Holdings shares in Q1 2025, an estimated $146K.
  • Avantax Advisory Services first reported a position in Arcos Dorados Holdings in Q4 2023 and held it in 5 quarters.
  • Avantax Advisory Services's Arcos Dorados Holdings position peaked at $236K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Arcos Dorados Holdings as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.