AAS
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Avantax Advisory Services’s Pricesmart PSMT Stock Holding History

Avantax Advisory Services’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$497K Buy
4,730
+1
+0% +$101 ﹤0.01% 1587
2025
Q1 		$415K Buy
4,729
+72
+2% +$6.41K ﹤0.01% 1630
2024
Q4 		$429K Buy
4,657
+326
+8% +$29.7K ﹤0.01% 1545
2024
Q3 		$398K Buy
4,331
+472
+12% +$40.7K ﹤0.01% 1565
2024
Q2 		$313K Buy
+3,859
New +$318K ﹤0.01% 1666

Other funds holding PSMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avantax Advisory Services increased its Pricesmart (PSMT) stake by 0.02% in Q2 2025, buying an estimated $101 and bringing the position to 4,730 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Avantax Advisory Services first reported a position in PSMT in Q2 2024 and has held it in 5 quarters since. 306 funds tracked by Wall St. Rank hold PSMT as of Q2 2025.

  • Avantax Advisory Services held 4,730 shares of Pricesmart worth $497K as of Q2 2025.
  • Avantax Advisory Services bought 1 Pricesmart share in Q2 2025, an estimated $101.
  • Pricesmart made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1587 holding.
  • Avantax Advisory Services first reported a position in Pricesmart in Q2 2024 and has held it in 5 quarters since.
  • 306 funds tracked by Wall St. Rank held Pricesmart as of Q2 2025.

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