Avantax Advisory Services’s Americold COLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$967K	Sell	58,158 -2,521	-4%	-$45.7K	0.01%	1193
2025 Q1	$1.3M	Buy	60,679 +29,631	+95%	+$644K	0.01%	956
2024 Q4	$664K	Sell	31,048 -20,696	-40%	-$501K	﹤0.01%	1270
2024 Q3	$1.46M	Sell	51,744 -59	-0.1%	-$1.69K	0.01%	827
2024 Q2	$1.32M	Buy	+51,803	New	+$1.27M	0.01%	836

Other funds holding COLD

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

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

Avantax Advisory Services reduced its Americold (COLD) stake by 4.2% in Q2 2025, selling an estimated $45.7K and leaving 58,158 shares worth $967K. The position accounts for 0.01% of the portfolio, ranked #1193.

Avantax Advisory Services first reported a position in COLD in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.46M in Q3 2024. 346 funds tracked by Wall St. Rank hold COLD as of Q2 2025.

Avantax Advisory Services held 58,158 shares of Americold worth $967K as of Q2 2025.
Avantax Advisory Services sold 2,521 Americold shares in Q2 2025, an estimated $45.7K.
Americold made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1193 holding.
Avantax Advisory Services first reported a position in Americold in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Americold position peaked at $1.46M in Q3 2024.
346 funds tracked by Wall St. Rank held Americold as of Q2 2025.

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