Avantax Advisory Services’s AudioCodes AUDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13,035	Closed	-$157K	–	1653
2023 Q4	$157K	Hold	13,035	–	–	﹤0.01%	1499
2023 Q3	$132K	Sell	13,035 -598	-4%	-$6.18K	﹤0.01%	1476
2023 Q2	$124K	Buy	+13,633	New	+$134K	﹤0.01%	1435

Other funds holding AUDC

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $176M AUM 24.25% 1-Year Est. Return

Avantax Advisory Services's AUDC Position: Q1 2024 in Review

Avantax Advisory Services sold out of AudioCodes (AUDC) in Q1 2024, closing a stake of 13,035 shares — an estimated $157K sold.

Avantax Advisory Services first reported a position in AUDC in Q2 2023 and held it in 3 quarters. The position peaked at $157K in Q4 2023. 80 funds tracked by Wall St. Rank hold AUDC as of Q1 2024.

Avantax Advisory Services reported no remaining AudioCodes position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 13,035 AudioCodes shares in Q1 2024, an estimated $157K.
Avantax Advisory Services first reported a position in AudioCodes in Q2 2023 and held it in 3 quarters.
Avantax Advisory Services's AudioCodes position peaked at $157K in Q4 2023.
80 funds tracked by Wall St. Rank held AudioCodes as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.