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Avantax Advisory Services’s Mine Safety MSA Stock Holding History

Avantax Advisory Services’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$338K Sell
2,019
-168
-8% -$26.3K ﹤0.01% 1825
2025
Q1 		$321K Buy
2,187
+486
+29% +$77.5K ﹤0.01% 1787
2024
Q4 		$282K Buy
+1,701
New +$292K ﹤0.01% 1824

Other funds holding MSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Avantax Advisory Services's MSA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Mine Safety (MSA) stake by 7.7% in Q2 2025, selling an estimated $26.3K and leaving 2,019 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Avantax Advisory Services first reported a position in MSA in Q4 2024 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold MSA as of Q2 2025.

  • Avantax Advisory Services held 2,019 shares of Mine Safety worth $338K as of Q2 2025.
  • Avantax Advisory Services sold 168 Mine Safety shares in Q2 2025, an estimated $26.3K.
  • Mine Safety made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1825 holding.
  • Avantax Advisory Services first reported a position in Mine Safety in Q4 2024 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held Mine Safety as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.