AAS
SERV

Avantax Advisory Services’s Serve Robotics SERV Stock Holding History

Avantax Advisory Services’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,601
Closed -$100K – 2280
2024
Q3 		$100K Buy
+12,601
New +$109K ﹤0.01% 2072

Other funds holding SERV

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avantax Advisory Services sold out of Serve Robotics (SERV) in Q4 2024, closing a stake of 12,601 shares — an estimated $100K sold.

Avantax Advisory Services first reported a position in SERV in Q3 2024 and held it in 1 quarter. The position peaked at $100K in Q3 2024. 95 funds tracked by Wall St. Rank hold SERV as of Q4 2024.

  • Avantax Advisory Services reported no remaining Serve Robotics position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 12,601 Serve Robotics shares in Q4 2024, an estimated $100K.
  • Avantax Advisory Services first reported a position in Serve Robotics in Q3 2024 and held it in 1 quarter.
  • Avantax Advisory Services's Serve Robotics position peaked at $100K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Serve Robotics as of Q4 2024.

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