AAS
PSTL

Avantax Advisory Services’s Postal Realty Trust PSTL Stock Holding History

Avantax Advisory Services’s Portfolio PSTL Stock Details PSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,400
Closed -$192K – 2183
2024
Q2 		$192K Buy
14,400
+1,616
+13% +$21.9K ﹤0.01% 1964
2024
Q1 		$183K Buy
12,784
+1,612
+14% +$22.9K ﹤0.01% 1552
2023
Q4 		$163K Buy
+11,172
New +$156K ﹤0.01% 1494
2021
Q4 		– Sell
-18,535
Closed -$345K – 1272
2021
Q3 		$345K Buy
18,535
+505
+3% +$9.68K 0.01% 862
2021
Q2 		$329K Buy
+18,030
New +$351K 0.01% 865

Other funds holding PSTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Avantax Advisory Services's PSTL Position: Q3 2024 in Review

Avantax Advisory Services sold out of Postal Realty Trust (PSTL) in Q3 2024, closing a stake of 14,400 shares — an estimated $192K sold.

Avantax Advisory Services first reported a position in PSTL in Q2 2021 and held it in 5 quarters. The position peaked at $345K in Q3 2021. 126 funds tracked by Wall St. Rank hold PSTL as of Q3 2024.

  • Avantax Advisory Services reported no remaining Postal Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 14,400 Postal Realty Trust shares in Q3 2024, an estimated $192K.
  • Avantax Advisory Services first reported a position in Postal Realty Trust in Q2 2021 and held it in 5 quarters.
  • Avantax Advisory Services's Postal Realty Trust position peaked at $345K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held Postal Realty Trust as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.