Avantax Advisory Services’s Trump Media & Technology Group DJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,901	Closed	-$201K	–	2339
2024 Q4	$201K	Buy	+5,901	New	+$188K	﹤0.01%	2049
2024 Q2	–	Sell	-4,406	Closed	-$273K	–	2147
2024 Q1	$273K	Buy	+4,406	New	+$171K	﹤0.01%	1358

Other funds holding DJT

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's DJT Position: Q1 2025 in Review

Avantax Advisory Services sold out of Trump Media & Technology Group (DJT) in Q1 2025, closing a stake of 5,901 shares — an estimated $201K sold.

Avantax Advisory Services first reported a position in DJT in Q1 2024 and held it in 2 quarters. The position peaked at $273K in Q1 2024. 298 funds tracked by Wall St. Rank hold DJT as of Q1 2025.

Avantax Advisory Services reported no remaining Trump Media & Technology Group position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 5,901 Trump Media & Technology Group shares in Q1 2025, an estimated $201K.
Avantax Advisory Services first reported a position in Trump Media & Technology Group in Q1 2024 and held it in 2 quarters.
Avantax Advisory Services's Trump Media & Technology Group position peaked at $273K in Q1 2024.
298 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.