Avantax Advisory Services’s Cingulate CING Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-118	Closed	-$20.1K	–	1586
2023 Q3	$20.1K	Buy	+118	New	+$19.2K	﹤0.01%	1529

Other funds holding CING

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's CING Position: Q4 2023 in Review

Avantax Advisory Services sold out of Cingulate (CING) in Q4 2023, closing a stake of 118 shares — an estimated $20.1K sold.

Avantax Advisory Services first reported a position in CING in Q3 2023 and held it in 1 quarter. The position peaked at $20.1K in Q3 2023. 4 funds tracked by Wall St. Rank hold CING as of Q4 2023.

Avantax Advisory Services reported no remaining Cingulate position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 118 Cingulate shares in Q4 2023, an estimated $20.1K.
Avantax Advisory Services first reported a position in Cingulate in Q3 2023 and held it in 1 quarter.
Avantax Advisory Services's Cingulate position peaked at $20.1K in Q3 2023.
4 funds tracked by Wall St. Rank held Cingulate as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.