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Avantax Advisory Services’s Douglas Elliman DOUG Stock Holding History

Avantax Advisory Services’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,718
Closed -$31.6K – 1672
2023
Q4 		$31.6K Sell
10,718
-692
-6% -$1.45K ﹤0.01% 1554
2023
Q3 		$25.8K Buy
11,410
+977
+9% +$2.24K ﹤0.01% 1525
2023
Q2 		$23.2K Sell
10,433
-957
-8% -$2.63K ﹤0.01% 1487
2023
Q1 		$33.7K Buy
11,390
+10
+0.1% +$40 ﹤0.01% 1458
2022
Q4 		$44.1K Buy
11,380
+8
+0.1% +$32 ﹤0.01% 1390
2022
Q3 		$44K Sell
11,372
-1,971
-15% -$9.74K ﹤0.01% 1299
2022
Q2 		$61K Sell
13,343
-307
-2% -$1.7K ﹤0.01% 1271
2022
Q1 		$93K Sell
13,650
-594
-4% -$4.51K ﹤0.01% 1241
2021
Q4 		$156K Buy
+14,244
New +$160K ﹤0.01% 1194

Other funds holding DOUG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

Avantax Advisory Services's DOUG Position: Q1 2024 in Review

Avantax Advisory Services sold out of Douglas Elliman (DOUG) in Q1 2024, closing a stake of 10,718 shares — an estimated $31.6K sold.

Avantax Advisory Services first reported a position in DOUG in Q4 2021 and held it in 9 quarters. The position peaked at $156K in Q4 2021. 140 funds tracked by Wall St. Rank hold DOUG as of Q1 2024.

  • Avantax Advisory Services reported no remaining Douglas Elliman position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 10,718 Douglas Elliman shares in Q1 2024, an estimated $31.6K.
  • Avantax Advisory Services first reported a position in Douglas Elliman in Q4 2021 and held it in 9 quarters.
  • Avantax Advisory Services's Douglas Elliman position peaked at $156K in Q4 2021.
  • 140 funds tracked by Wall St. Rank held Douglas Elliman as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.