AAS
LTC

Avantax Advisory Services’s LTC Properties LTC Stock Holding History

Avantax Advisory Services’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,966
Closed -$224K – 1712
2023
Q4 		$224K Buy
6,966
+20
+0.3% +$647 ﹤0.01% 1416
2023
Q3 		$223K Buy
6,946
+61
+0.9% +$2.01K ﹤0.01% 1366
2023
Q2 		$227K Buy
6,885
+419
+6% +$14K ﹤0.01% 1337
2023
Q1 		$227K Buy
6,466
+273
+4% +$9.82K ﹤0.01% 1298
2022
Q4 		$220K Buy
6,193
+172
+3% +$6.54K ﹤0.01% 1267
2022
Q3 		$225K Buy
6,021
+101
+2% +$4.21K ﹤0.01% 1150
2022
Q2 		$227K Buy
5,920
+640
+12% +$23.6K ﹤0.01% 1149
2022
Q1 		$205K Buy
+5,280
New +$187K ﹤0.01% 1188
2020
Q4 		– Sell
-8,712
Closed -$307K – 1170
2020
Q3 		$307K Buy
+8,712
New +$321K ﹤0.01% 1010
2019
Q1 		– Sell
-10,122
Closed -$421K – 492
2018
Q4 		$421K Buy
+10,122
New +$444K 0.07% 245

Other funds holding LTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Advisory Services's LTC Position: Q1 2024 in Review

Avantax Advisory Services sold out of LTC Properties (LTC) in Q1 2024, closing a stake of 6,966 shares — an estimated $224K sold.

Avantax Advisory Services first reported a position in LTC in Q4 2018 and held it in 10 quarters. The position peaked at $421K in Q4 2018. 231 funds tracked by Wall St. Rank hold LTC as of Q1 2024.

  • Avantax Advisory Services reported no remaining LTC Properties position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 6,966 LTC Properties shares in Q1 2024, an estimated $224K.
  • Avantax Advisory Services first reported a position in LTC Properties in Q4 2018 and held it in 10 quarters.
  • Avantax Advisory Services's LTC Properties position peaked at $421K in Q4 2018.
  • 231 funds tracked by Wall St. Rank held LTC Properties as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.