AAS
ISD

Avantax Advisory Services’s PGIM High Yield Bond Fund ISD Stock Holding History

Avantax Advisory Services’s Portfolio ISD Stock Details ISD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-52,097
Closed -$720K – 1140
2020
Q3 		$720K Buy
+52,097
New +$720K 0.01% 656

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SCM
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RCM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Avantax Advisory Services's ISD Position: Q4 2020 in Review

Avantax Advisory Services sold out of PGIM High Yield Bond Fund (ISD) in Q4 2020, closing a stake of 52,097 shares — an estimated $720K sold.

Avantax Advisory Services first reported a position in ISD in Q3 2020 and held it in 1 quarter. The position peaked at $720K in Q3 2020. 82 funds tracked by Wall St. Rank hold ISD as of Q4 2020.

  • Avantax Advisory Services reported no remaining PGIM High Yield Bond Fund position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 52,097 PGIM High Yield Bond Fund shares in Q4 2020, an estimated $720K.
  • Avantax Advisory Services first reported a position in PGIM High Yield Bond Fund in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's PGIM High Yield Bond Fund position peaked at $720K in Q3 2020.
  • 82 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.