AAS
GO icon

Avantax Advisory Services’s Grocery Outlet GO Stock Holding History

Avantax Advisory Services’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,668
Closed -$257K – 2223
2024
Q3 		$257K Buy
14,668
+1
+0% +$19 ﹤0.01% 1864
2024
Q2 		$324K Buy
+14,667
New +$348K ﹤0.01% 1641

Other funds holding GO

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
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Avantax Advisory Services sold out of Grocery Outlet (GO) in Q4 2024, closing a stake of 14,668 shares — an estimated $257K sold.

Avantax Advisory Services first reported a position in GO in Q2 2024 and held it in 2 quarters. The position peaked at $324K in Q2 2024. 235 funds tracked by Wall St. Rank hold GO as of Q4 2024.

  • Avantax Advisory Services reported no remaining Grocery Outlet position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 14,668 Grocery Outlet shares in Q4 2024, an estimated $257K.
  • Avantax Advisory Services first reported a position in Grocery Outlet in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Grocery Outlet position peaked at $324K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held Grocery Outlet as of Q4 2024.

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