AAS
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Avantax Advisory Services’s MGP Ingredients MGPI Stock Holding History

Avantax Advisory Services’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,610
Closed -$1.05M – 2240
2024
Q3 		$1.05M Buy
12,610
+900
+8% +$74.4K 0.01% 994
2024
Q2 		$871K Buy
+11,710
New +$914K 0.01% 1059

Other funds holding MGPI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avantax Advisory Services sold out of MGP Ingredients (MGPI) in Q4 2024, closing a stake of 12,610 shares — an estimated $1.05M sold.

Avantax Advisory Services first reported a position in MGPI in Q2 2024 and held it in 2 quarters. The position peaked at $1.05M in Q3 2024. 206 funds tracked by Wall St. Rank hold MGPI as of Q4 2024.

  • Avantax Advisory Services reported no remaining MGP Ingredients position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 12,610 MGP Ingredients shares in Q4 2024, an estimated $1.05M.
  • Avantax Advisory Services first reported a position in MGP Ingredients in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's MGP Ingredients position peaked at $1.05M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held MGP Ingredients as of Q4 2024.

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