Avantax Advisory Services’s Momentus MNTS Stock Holding History

Avantax Advisory Services’s Portfolio MNTS Stock Details MNTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-41	Closed	-$4.51K	–	2242
2024 Q3	$4.51K	Buy	+41	New	+$6.09K	﹤0.01%	2118

Other funds holding MNTS

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Avantax Advisory Services sold out of Momentus (MNTS) in Q4 2024, closing a stake of 41 shares — an estimated $4.51K sold.

Avantax Advisory Services first reported a position in MNTS in Q3 2024 and held it in 1 quarter. The position peaked at $4.51K in Q3 2024. 15 funds tracked by Wall St. Rank hold MNTS as of Q4 2024.

Avantax Advisory Services reported no remaining Momentus position as of Q4 2024 after selling out during the quarter.
Avantax Advisory Services sold 41 Momentus shares in Q4 2024, an estimated $4.51K.
Avantax Advisory Services first reported a position in Momentus in Q3 2024 and held it in 1 quarter.
Avantax Advisory Services's Momentus position peaked at $4.51K in Q3 2024.
15 funds tracked by Wall St. Rank held Momentus as of Q4 2024.

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