AAS
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Avantax Advisory Services’s Lantronix LTRX Stock Holding History

Avantax Advisory Services’s Portfolio LTRX Stock Details LTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,095
Closed -$54K – 2237
2024
Q3 		$54K Buy
+13,095
New +$49.4K ﹤0.01% 2093

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Avantax Advisory Services sold out of Lantronix (LTRX) in Q4 2024, closing a stake of 13,095 shares — an estimated $54K sold.

Avantax Advisory Services first reported a position in LTRX in Q3 2024 and held it in 1 quarter. The position peaked at $54K in Q3 2024. 74 funds tracked by Wall St. Rank hold LTRX as of Q4 2024.

  • Avantax Advisory Services reported no remaining Lantronix position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 13,095 Lantronix shares in Q4 2024, an estimated $54K.
  • Avantax Advisory Services first reported a position in Lantronix in Q3 2024 and held it in 1 quarter.
  • Avantax Advisory Services's Lantronix position peaked at $54K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Lantronix as of Q4 2024.

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