AAS
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Avantax Advisory Services’s Coty COTY Stock Holding History

Avantax Advisory Services’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-70,986
Closed -$711K – 2135
2024
Q2 		$711K Buy
70,986
+5,026
+8% +$53.8K 0.01% 1158
2024
Q1 		$789K Buy
65,960
+2,012
+3% +$24.6K 0.01% 844
2023
Q4 		$794K Buy
63,948
+10,578
+20% +$114K 0.01% 804
2023
Q3 		$585K Buy
+53,370
New +$629K 0.01% 880

Other funds holding COTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Avantax Advisory Services's COTY Position: Q3 2024 in Review

Avantax Advisory Services sold out of Coty (COTY) in Q3 2024, closing a stake of 70,986 shares — an estimated $711K sold.

Avantax Advisory Services first reported a position in COTY in Q3 2023 and held it in 4 quarters. The position peaked at $794K in Q4 2023. 329 funds tracked by Wall St. Rank hold COTY as of Q3 2024.

  • Avantax Advisory Services reported no remaining Coty position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 70,986 Coty shares in Q3 2024, an estimated $711K.
  • Avantax Advisory Services first reported a position in Coty in Q3 2023 and held it in 4 quarters.
  • Avantax Advisory Services's Coty position peaked at $794K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Coty as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.