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Avantax Advisory Services’s Nutriband NTRB Stock Holding History

Avantax Advisory Services’s Portfolio NTRB Stock Details NTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,647
Closed -$64.3K – 2298
2024
Q4 		$64.3K Sell
13,647
-5,031
-27% -$26.7K ﹤0.01% 2148
2024
Q3 		$113K Buy
+18,678
New +$108K ﹤0.01% 2065

Other funds holding NTRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's NTRB Position: Q1 2025 in Review

Avantax Advisory Services sold out of Nutriband (NTRB) in Q1 2025, closing a stake of 13,647 shares — an estimated $64.3K sold.

Avantax Advisory Services first reported a position in NTRB in Q3 2024 and held it in 2 quarters. The position peaked at $113K in Q3 2024. 16 funds tracked by Wall St. Rank hold NTRB as of Q1 2025.

  • Avantax Advisory Services reported no remaining Nutriband position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 13,647 Nutriband shares in Q1 2025, an estimated $64.3K.
  • Avantax Advisory Services first reported a position in Nutriband in Q3 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Nutriband position peaked at $113K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Nutriband as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.