Avantax Advisory Services’s Flowers Foods FLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,966	Closed	-$295K	–	1436
2022 Q3	$295K	Sell	11,966 -1,081	-8%	-$29.2K	﹤0.01%	1022
2022 Q2	$343K	Sell	13,047 -2,755	-17%	-$72.5K	0.01%	949
2022 Q1	$406K	Sell	15,802 -1,187	-7%	-$32.3K	0.01%	869
2021 Q4	$467K	Buy	16,989 +411	+2%	+$10.6K	0.01%	788
2021 Q3	$390K	Sell	16,578 -7,158	-30%	-$170K	0.01%	810
2021 Q2	$576K	Buy	23,736 +2,923	+14%	+$71K	0.01%	651
2021 Q1	$495K	Sell	20,813 -115	-0.5%	-$2.62K	0.01%	623
2020 Q4	$474K	Sell	20,928 -1,391	-6%	-$32.4K	0.01%	571
2020 Q3	$545K	Buy	22,319 +331	+2%	+$7.75K	0.01%	758
2020 Q2	$491K	Buy	21,988 +5	+0%	+$113	0.01%	487
2020 Q1	$446K	Buy	+21,983	New	+$479K	0.01%	461
2019 Q1	–	Sell	-10,867	Closed	-$202K	–	488
2018 Q4	$202K	Buy	+10,867	New	+$208K	0.03%	380

Other funds holding FLO

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

WSC

Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

SAA

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

Avantax Advisory Services's FLO Position: Q4 2022 in Review

Avantax Advisory Services sold out of Flowers Foods (FLO) in Q4 2022, closing a stake of 11,966 shares — an estimated $295K sold.

Avantax Advisory Services first reported a position in FLO in Q4 2018 and held it in 12 quarters. The position peaked at $576K in Q2 2021. 400 funds tracked by Wall St. Rank hold FLO as of Q4 2022.

Avantax Advisory Services reported no remaining Flowers Foods position as of Q4 2022 after selling out during the quarter.
Avantax Advisory Services sold 11,966 Flowers Foods shares in Q4 2022, an estimated $295K.
Avantax Advisory Services first reported a position in Flowers Foods in Q4 2018 and held it in 12 quarters.
Avantax Advisory Services's Flowers Foods position peaked at $576K in Q2 2021.
400 funds tracked by Wall St. Rank held Flowers Foods as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.