Avantax Advisory Services’s Associated Banc-Corp ASB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-36,049	Closed	-$862K	–	2236
2024 Q4	$862K	Buy	36,049 +27	+0.1%	+$661	0.01%	1112
2024 Q3	$776K	Buy	36,022 +70	+0.2%	+$1.52K	0.01%	1153
2024 Q2	$760K	Buy	35,952 +223	+0.6%	+$4.7K	0.01%	1129
2024 Q1	$769K	Hold	35,729	–	–	0.01%	857
2023 Q4	$764K	Hold	35,729	–	–	0.01%	820
2023 Q3	$611K	Hold	35,729	–	–	0.01%	863
2023 Q2	$580K	Hold	35,729	–	–	0.01%	888
2023 Q1	$642K	Hold	35,729	–	–	0.01%	815
2022 Q4	$825K	Buy	+35,729	New	+$825K	0.01%	693

Other funds holding ASB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Avantax Advisory Services sold out of Associated Banc-Corp (ASB) in Q1 2025, closing a stake of 36,049 shares — an estimated $862K sold.

Avantax Advisory Services first reported a position in ASB in Q4 2022 and held it in 9 quarters. The position peaked at $862K in Q4 2024. 301 funds tracked by Wall St. Rank hold ASB as of Q1 2025.

Avantax Advisory Services reported no remaining Associated Banc-Corp position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 36,049 Associated Banc-Corp shares in Q1 2025, an estimated $862K.
Avantax Advisory Services first reported a position in Associated Banc-Corp in Q4 2022 and held it in 9 quarters.
Avantax Advisory Services's Associated Banc-Corp position peaked at $862K in Q4 2024.
301 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q1 2025.

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