AAS
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Avantax Advisory Services’s Paysafe PSFE Stock Holding History

Avantax Advisory Services’s Portfolio PSFE Stock Details PSFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,692
Closed -$28K – 1456
2022
Q3 		$28K Hold
1,692
– – ﹤0.01% 1312
2022
Q2 		$40K Hold
1,692
– – ﹤0.01% 1280
2022
Q1 		$69K Buy
+1,692
New +$69.8K ﹤0.01% 1253

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FPM
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Adage Capital Partners
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Citadel Advisors
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Millennium Management
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Avantax Advisory Services's PSFE Position: Q4 2022 in Review

Avantax Advisory Services sold out of Paysafe (PSFE) in Q4 2022, closing a stake of 1,692 shares — an estimated $28K sold.

Avantax Advisory Services first reported a position in PSFE in Q1 2022 and held it in 3 quarters. The position peaked at $69K in Q1 2022. 138 funds tracked by Wall St. Rank hold PSFE as of Q4 2022.

  • Avantax Advisory Services reported no remaining Paysafe position as of Q4 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 1,692 Paysafe shares in Q4 2022, an estimated $28K.
  • Avantax Advisory Services first reported a position in Paysafe in Q1 2022 and held it in 3 quarters.
  • Avantax Advisory Services's Paysafe position peaked at $69K in Q1 2022.
  • 138 funds tracked by Wall St. Rank held Paysafe as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.