Avantax Advisory Services’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History
Bought
Maintained
Sold
Other funds holding PTA
SIA
1CP
LA
Avantax Advisory Services's PTA Position: Q2 2023 in Review
Avantax Advisory Services sold out of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) in Q2 2023, closing a stake of 32,822 shares — an estimated $587K sold.
Avantax Advisory Services first reported a position in PTA in Q2 2022 and held it in 4 quarters. The position peaked at $587K in Q1 2023. 36 funds tracked by Wall St. Rank hold PTA as of Q2 2023.
- Avantax Advisory Services reported no remaining Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund position as of Q2 2023 after selling out during the quarter.
- Avantax Advisory Services sold 32,822 Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund shares in Q2 2023, an estimated $587K.
- Avantax Advisory Services first reported a position in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund in Q2 2022 and held it in 4 quarters.
- Avantax Advisory Services's Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund position peaked at $587K in Q1 2023.
- 36 funds tracked by Wall St. Rank held Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund as of Q2 2023.
Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.