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Avantax Advisory Services’s Flowserve FLS Stock Holding History

Avantax Advisory Services’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,991
Closed -$293K – 2390
2025
Q1 		$293K Buy
5,991
+1,163
+24% +$66.1K ﹤0.01% 1842
2024
Q4 		$278K Buy
+4,828
New +$277K ﹤0.01% 1834

Other funds holding FLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Avantax Advisory Services's FLS Position: Q2 2025 in Review

Avantax Advisory Services sold out of Flowserve (FLS) in Q2 2025, closing a stake of 5,991 shares — an estimated $293K sold.

Avantax Advisory Services first reported a position in FLS in Q4 2024 and held it in 2 quarters. The position peaked at $293K in Q1 2025. 484 funds tracked by Wall St. Rank hold FLS as of Q2 2025.

  • Avantax Advisory Services reported no remaining Flowserve position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 5,991 Flowserve shares in Q2 2025, an estimated $293K.
  • Avantax Advisory Services first reported a position in Flowserve in Q4 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Flowserve position peaked at $293K in Q1 2025.
  • 484 funds tracked by Wall St. Rank held Flowserve as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.