Avantax Advisory Services’s Davis Select Financial ETF DFNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
– Sell
-32,227
Closed -$538K – 858
2020
Q1
$538K Sell
32,227
-50
-0.2% -$1.13K 0.02% 421
2019
Q4
$821K Buy
32,277
+7,852
+32% +$195K 0.02% 375
2019
Q3
$581K Buy
+24,425
New +$568K 0.02% 299

Other funds holding DFNL

Avantax Advisory Services's DFNL Position: Q2 2020 in Review

Avantax Advisory Services sold out of Davis Select Financial ETF (DFNL) in Q2 2020, closing a stake of 32,227 shares — an estimated $538K sold.

Avantax Advisory Services first reported a position in DFNL in Q3 2019 and held it in 3 quarters. The position peaked at $821K in Q4 2019. 25 funds tracked by Wall St. Rank hold DFNL as of Q2 2020.

  • Avantax Advisory Services reported no remaining Davis Select Financial ETF position as of Q2 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 32,227 Davis Select Financial ETF shares in Q2 2020, an estimated $538K.
  • Avantax Advisory Services first reported a position in Davis Select Financial ETF in Q3 2019 and held it in 3 quarters.
  • Avantax Advisory Services's Davis Select Financial ETF position peaked at $821K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q2 2020.

Based on Avantax Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.