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Avantax Advisory Services’s Digi International DGII Stock Holding History

Avantax Advisory Services’s Portfolio DGII Stock Details DGII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.84M Sell
52,665
-1,393
-3% -$42.6K 0.01% 848
2025
Q1 		$1.5M Buy
54,058
+3,635
+7% +$112K 0.01% 895
2024
Q4 		$1.52M Sell
50,423
-1,681
-3% -$52.4K 0.01% 851
2024
Q3 		$1.43M Buy
52,104
+9,072
+21% +$239K 0.01% 837
2024
Q2 		$987K Buy
+43,032
New +$1.15M 0.01% 980

Other funds holding DGII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Avantax Advisory Services reduced its Digi International (DGII) stake by 2.6% in Q2 2025, selling an estimated $42.6K and leaving 52,665 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #848.

Avantax Advisory Services first reported a position in DGII in Q2 2024 and has held it in 5 quarters since. 216 funds tracked by Wall St. Rank hold DGII as of Q2 2025.

  • Avantax Advisory Services held 52,665 shares of Digi International worth $1.84M as of Q2 2025.
  • Avantax Advisory Services sold 1,393 Digi International shares in Q2 2025, an estimated $42.6K.
  • Digi International made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #848 holding.
  • Avantax Advisory Services first reported a position in Digi International in Q2 2024 and has held it in 5 quarters since.
  • 216 funds tracked by Wall St. Rank held Digi International as of Q2 2025.

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