Avantax Advisory Services’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-911	Closed	-$18K	–	1408
2020 Q2	$18K	Sell	911 -51	-5%	-$920	﹤0.01%	843
2020 Q1	$14K	Buy	+962	New	+$46.6K	﹤0.01%	793
2019 Q3	–	Sell	-782	Closed	-$76K	–	604
2019 Q2	$76K	Hold	782	–	–	﹤0.01%	506
2019 Q1	$74K	Buy	+782	New	+$77.3K	﹤0.01%	479

Other funds holding PEI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Avantax Advisory Services's PEI Position: Q3 2020 in Review

Avantax Advisory Services sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2020, closing a stake of 911 shares — an estimated $18K sold.

Avantax Advisory Services first reported a position in PEI in Q1 2019 and held it in 4 quarters. The position peaked at $76K in Q2 2019. 86 funds tracked by Wall St. Rank hold PEI as of Q3 2020.

Avantax Advisory Services reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2020 after selling out during the quarter.
Avantax Advisory Services sold 911 Pennsylvania Real Estate Investment Trust shares in Q3 2020, an estimated $18K.
Avantax Advisory Services first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2019 and held it in 4 quarters.
Avantax Advisory Services's Pennsylvania Real Estate Investment Trust position peaked at $76K in Q2 2019.
86 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2020.

Based on Avantax Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.