AAS
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Avantax Advisory Services’s First American FAF Stock Holding History

Avantax Advisory Services’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,138
Closed -$207K – 2208
2024
Q3 		$207K Buy
+3,138
New +$192K ﹤0.01% 1989

Other funds holding FAF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avantax Advisory Services's FAF Position: Q4 2024 in Review

Avantax Advisory Services sold out of First American (FAF) in Q4 2024, closing a stake of 3,138 shares — an estimated $207K sold.

Avantax Advisory Services first reported a position in FAF in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 405 funds tracked by Wall St. Rank hold FAF as of Q4 2024.

  • Avantax Advisory Services reported no remaining First American position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 3,138 First American shares in Q4 2024, an estimated $207K.
  • Avantax Advisory Services first reported a position in First American in Q3 2024 and held it in 1 quarter.
  • Avantax Advisory Services's First American position peaked at $207K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held First American as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.