AAS
SASR

Avantax Advisory Services’s Sandy Spring Bancorp Inc SASR Stock Holding History

Avantax Advisory Services’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,006
Closed -$248K – 1399
2020
Q2 		$248K Hold
10,006
– – 0.01% 711
2020
Q1 		$225K Buy
10,006
+123
+1% +$3.92K 0.01% 681
2019
Q4 		$373K Buy
+9,883
New +$348K 0.01% 564

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Avantax Advisory Services's SASR Position: Q3 2020 in Review

Avantax Advisory Services sold out of Sandy Spring Bancorp Inc (SASR) in Q3 2020, closing a stake of 10,006 shares — an estimated $248K sold.

Avantax Advisory Services first reported a position in SASR in Q4 2019 and held it in 3 quarters. The position peaked at $373K in Q4 2019. 156 funds tracked by Wall St. Rank hold SASR as of Q3 2020.

  • Avantax Advisory Services reported no remaining Sandy Spring Bancorp Inc position as of Q3 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 10,006 Sandy Spring Bancorp Inc shares in Q3 2020, an estimated $248K.
  • Avantax Advisory Services first reported a position in Sandy Spring Bancorp Inc in Q4 2019 and held it in 3 quarters.
  • Avantax Advisory Services's Sandy Spring Bancorp Inc position peaked at $373K in Q4 2019.
  • 156 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q3 2020.

Based on Avantax Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.