AAS
EOD

Avantax Advisory Services’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

Avantax Advisory Services’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-27,556
Closed -$114K – 1050
2020
Q3 		$114K Buy
+27,556
New +$122K ﹤0.01% 1289

Other funds holding EOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's EOD Position: Q4 2020 in Review

Avantax Advisory Services sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q4 2020, closing a stake of 27,556 shares — an estimated $114K sold.

Avantax Advisory Services first reported a position in EOD in Q3 2020 and held it in 1 quarter. The position peaked at $114K in Q3 2020. 59 funds tracked by Wall St. Rank hold EOD as of Q4 2020.

  • Avantax Advisory Services reported no remaining Allspring Global Dividend Opportunity Fund position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 27,556 Allspring Global Dividend Opportunity Fund shares in Q4 2020, an estimated $114K.
  • Avantax Advisory Services first reported a position in Allspring Global Dividend Opportunity Fund in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Allspring Global Dividend Opportunity Fund position peaked at $114K in Q3 2020.
  • 59 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.