AAS
CIO

Avantax Advisory Services’s City Office REIT CIO Stock Holding History

Avantax Advisory Services’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,549
Closed -$142K – 1517
2023
Q1 		$142K Buy
+20,549
New +$174K ﹤0.01% 1406

Other funds holding CIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Advisory Services's CIO Position: Q2 2023 in Review

Avantax Advisory Services sold out of City Office REIT (CIO) in Q2 2023, closing a stake of 20,549 shares — an estimated $142K sold.

Avantax Advisory Services first reported a position in CIO in Q1 2023 and held it in 1 quarter. The position peaked at $142K in Q1 2023. 142 funds tracked by Wall St. Rank hold CIO as of Q2 2023.

  • Avantax Advisory Services reported no remaining City Office REIT position as of Q2 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 20,549 City Office REIT shares in Q2 2023, an estimated $142K.
  • Avantax Advisory Services first reported a position in City Office REIT in Q1 2023 and held it in 1 quarter.
  • Avantax Advisory Services's City Office REIT position peaked at $142K in Q1 2023.
  • 142 funds tracked by Wall St. Rank held City Office REIT as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.