Avantax Advisory Services’s Avadel Pharmaceuticals AVDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$858K	Sell	96,901 -125,832	-56%	-$1.11M	﹤0.01%	1257
2025 Q1	$1.74M	Buy	222,733 +56,277	+34%	+$471K	0.01%	805
2024 Q4	$1.75M	Buy	166,456 +79,248	+91%	+$962K	0.01%	774
2024 Q3	$1.14M	Buy	87,208 +3,416	+4%	+$52K	0.01%	954
2024 Q2	$1.18M	Buy	83,792 +28,036	+50%	+$457K	0.01%	900
2024 Q1	$942K	Buy	55,756 +30,856	+124%	+$460K	0.01%	775
2023 Q4	$352K	Buy	24,900 +900	+4%	+$10.6K	﹤0.01%	1152
2023 Q3	$247K	Hold	24,000	–	–	﹤0.01%	1303
2023 Q2	$396K	Buy	24,000 +2,500	+12%	+$32.5K	﹤0.01%	1040
2023 Q1	$197K	Buy	21,500 +9,000	+72%	+$74K	﹤0.01%	1383
2022 Q4	$89.5K	Sell	12,500 -1,000	-7%	-$7.01K	﹤0.01%	1371
2022 Q3	$68K	Hold	13,500	–	–	﹤0.01%	1287
2022 Q2	$33K	Sell	13,500 -500	-4%	-$2.05K	﹤0.01%	1284
2022 Q1	$96K	Sell	14,000 -11,000	-44%	-$75.6K	﹤0.01%	1240
2021 Q4	$202K	Hold	25,000	–	–	﹤0.01%	1166
2021 Q3	$248K	Buy	25,000 +2,000	+9%	+$15.7K	﹤0.01%	1006
2021 Q2	$154K	Buy	23,000 +3,500	+18%	+$27.8K	﹤0.01%	1101
2021 Q1	$177K	Buy	+19,500	New	+$158K	﹤0.01%	973

Other funds holding AVDL

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

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

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return

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

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

Avantax Advisory Services reduced its Avadel Pharmaceuticals (AVDL) stake by 56% in Q2 2025, selling an estimated $1.11M and leaving 96,901 shares worth $858K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Avantax Advisory Services first reported a position in AVDL in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q4 2024. 173 funds tracked by Wall St. Rank hold AVDL as of Q2 2025.

Avantax Advisory Services held 96,901 shares of Avadel Pharmaceuticals worth $858K as of Q2 2025.
Avantax Advisory Services sold 125,832 Avadel Pharmaceuticals shares in Q2 2025, an estimated $1.11M.
Avadel Pharmaceuticals made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1257 holding.
Avantax Advisory Services first reported a position in Avadel Pharmaceuticals in Q1 2021 and has held it in 18 quarters since.
Avantax Advisory Services's Avadel Pharmaceuticals position peaked at $1.75M in Q4 2024.
173 funds tracked by Wall St. Rank held Avadel Pharmaceuticals as of Q2 2025.

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