Avantax Advisory Services’s Corpay CPAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$443K Buy
+1,334
New +$435K ﹤0.01% 1656
2024
Q3
– Sell
-2,163
Closed -$576K – 2212
2024
Q2
$576K Buy
2,163
+783
+57% +$222K ﹤0.01% 1278
2024
Q1
$426K Sell
1,380
-180
-12% -$51.6K ﹤0.01% 1121
2023
Q4
$441K Sell
1,560
-130
-8% -$32.3K ﹤0.01% 1050
2023
Q3
$432K Sell
1,690
-106
-6% -$27.7K ﹤0.01% 1007
2023
Q2
$451K Buy
+1,796
New +$410K 0.01% 984

Other funds holding CPAY

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

Avantax Advisory Services opened a new position in Corpay (CPAY) in Q2 2025: 1,334 shares worth $443K. The stake represents ﹤0.01% of the portfolio and ranks #1656 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in CPAY as recently as Q2 2024.

Avantax Advisory Services first reported a position in CPAY in Q2 2023 and has held it in 6 quarters since. The position peaked at $576K in Q2 2024. 686 funds tracked by Wall St. Rank hold CPAY as of Q2 2025.

  • Avantax Advisory Services held 1,334 shares of Corpay worth $443K as of Q2 2025.
  • Corpay was a new Avantax Advisory Services position in Q2 2025.
  • Corpay made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1656 holding.
  • Avantax Advisory Services first reported a position in Corpay in Q2 2023 and has held it in 6 quarters since.
  • Avantax Advisory Services's Corpay position peaked at $576K in Q2 2024.
  • 686 funds tracked by Wall St. Rank held Corpay as of Q2 2025.

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