AAS
LINE

Avantax Advisory Services’s Lineage Inc LINE Stock Holding History

Avantax Advisory Services’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,106
Closed -$400K – 2283
2024
Q3 		$400K Buy
+5,106
New +$427K ﹤0.01% 1560

Other funds holding LINE

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DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Avantax Advisory Services sold out of Lineage Inc (LINE) in Q4 2024, closing a stake of 5,106 shares — an estimated $400K sold.

Avantax Advisory Services first reported a position in LINE in Q3 2024 and held it in 1 quarter. The position peaked at $400K in Q3 2024. 198 funds tracked by Wall St. Rank hold LINE as of Q4 2024.

  • Avantax Advisory Services reported no remaining Lineage Inc position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 5,106 Lineage Inc shares in Q4 2024, an estimated $400K.
  • Avantax Advisory Services first reported a position in Lineage Inc in Q3 2024 and held it in 1 quarter.
  • Avantax Advisory Services's Lineage Inc position peaked at $400K in Q3 2024.
  • 198 funds tracked by Wall St. Rank held Lineage Inc as of Q4 2024.

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