AAS
IMMR icon

Avantax Advisory Services’s Immersion IMMR Stock Holding History

Avantax Advisory Services’s Portfolio IMMR Stock Details IMMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,203
Closed -$136K – 2227
2024
Q3 		$136K Buy
+15,203
New +$155K ﹤0.01% 2047

Other funds holding IMMR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

Avantax Advisory Services sold out of Immersion (IMMR) in Q4 2024, closing a stake of 15,203 shares — an estimated $136K sold.

Avantax Advisory Services first reported a position in IMMR in Q3 2024 and held it in 1 quarter. The position peaked at $136K in Q3 2024. 151 funds tracked by Wall St. Rank hold IMMR as of Q4 2024.

  • Avantax Advisory Services reported no remaining Immersion position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 15,203 Immersion shares in Q4 2024, an estimated $136K.
  • Avantax Advisory Services first reported a position in Immersion in Q3 2024 and held it in 1 quarter.
  • Avantax Advisory Services's Immersion position peaked at $136K in Q3 2024.
  • 151 funds tracked by Wall St. Rank held Immersion as of Q4 2024.

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