AAS
SANG

Avantax Advisory Services’s Sangoma Technologies SANG Stock Holding History

Avantax Advisory Services’s Portfolio SANG Stock Details SANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,951
Closed -$102K – 2259
2024
Q3 		$102K Hold
18,951
– – ﹤0.01% 2071
2024
Q2 		$91.3K Hold
18,951
– – ﹤0.01% 2017
2024
Q1 		$91.7K Hold
18,951
– – ﹤0.01% 1598
2023
Q4 		$60.6K Hold
18,951
– – ﹤0.01% 1539
2023
Q3 		$65.8K Hold
18,951
– – ﹤0.01% 1505
2023
Q2 		$70.1K Hold
18,951
– – ﹤0.01% 1463
2023
Q1 		$71.3K Hold
18,951
– – ﹤0.01% 1436
2022
Q4 		$91.9K Buy
18,951
+3,603
+23% +$17.2K ﹤0.01% 1369
2022
Q3 		$81K Buy
15,348
+3,295
+27% +$25.8K ﹤0.01% 1278
2022
Q2 		$100K Buy
+12,053
New +$120K ﹤0.01% 1246

Other funds holding SANG

PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
PA
PPM America Chicago, Illinois $16.6M AUM 31.99% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Avantax Advisory Services's SANG Position: Q4 2024 in Review

Avantax Advisory Services sold out of Sangoma Technologies (SANG) in Q4 2024, closing a stake of 18,951 shares — an estimated $102K sold.

Avantax Advisory Services first reported a position in SANG in Q2 2022 and held it in 10 quarters. The position peaked at $102K in Q3 2024. 23 funds tracked by Wall St. Rank hold SANG as of Q4 2024.

  • Avantax Advisory Services reported no remaining Sangoma Technologies position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 18,951 Sangoma Technologies shares in Q4 2024, an estimated $102K.
  • Avantax Advisory Services first reported a position in Sangoma Technologies in Q2 2022 and held it in 10 quarters.
  • Avantax Advisory Services's Sangoma Technologies position peaked at $102K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Sangoma Technologies as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.