Avantax Advisory Services’s Socket Mobile SCKT Stock Holding History

Avantax Advisory Services’s Portfolio SCKT Stock Details SCKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15,000	Closed	-$15.3K	–	2126
2024 Q1	$15.3K	Hold	15,000	–	–	﹤0.01%	1638
2023 Q4	$17.4K	Hold	15,000	–	–	﹤0.01%	1560
2023 Q3	$17.1K	Hold	15,000	–	–	﹤0.01%	1533
2023 Q2	$21.6K	Hold	15,000	–	–	﹤0.01%	1488
2023 Q1	$28.1K	Hold	15,000	–	–	﹤0.01%	1463
2022 Q4	$28.9K	Hold	15,000	–	–	﹤0.01%	1397
2022 Q3	$32K	Hold	15,000	–	–	﹤0.01%	1307
2022 Q2	$46K	Hold	15,000	–	–	﹤0.01%	1277
2022 Q1	$60K	Buy	+15,000	New	+$57.8K	﹤0.01%	1258

Other funds holding SCKT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Avantax Advisory Services's SCKT Position: Q2 2024 in Review

Avantax Advisory Services sold out of Socket Mobile (SCKT) in Q2 2024, closing a stake of 15,000 shares — an estimated $15.3K sold.

Avantax Advisory Services first reported a position in SCKT in Q1 2022 and held it in 9 quarters. The position peaked at $60K in Q1 2022. 18 funds tracked by Wall St. Rank hold SCKT as of Q2 2024.

Avantax Advisory Services reported no remaining Socket Mobile position as of Q2 2024 after selling out during the quarter.
Avantax Advisory Services sold 15,000 Socket Mobile shares in Q2 2024, an estimated $15.3K.
Avantax Advisory Services first reported a position in Socket Mobile in Q1 2022 and held it in 9 quarters.
Avantax Advisory Services's Socket Mobile position peaked at $60K in Q1 2022.
18 funds tracked by Wall St. Rank held Socket Mobile as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.