AAS
SGMA

Avantax Advisory Services’s Sigmatron International SGMA Stock Holding History

Avantax Advisory Services’s Portfolio SGMA Stock Details SGMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-26,500
Closed -$102K – 1532
2022
Q4 		$102K Hold
26,500
– – ﹤0.01% 1363
2022
Q3 		$126K Sell
26,500
-3,000
-10% -$21.3K ﹤0.01% 1257
2022
Q2 		$208K Buy
+29,500
New +$194K ﹤0.01% 1189

Other funds holding SGMA

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Avantax Advisory Services's SGMA Position: Q1 2023 in Review

Avantax Advisory Services sold out of Sigmatron International (SGMA) in Q1 2023, closing a stake of 26,500 shares — an estimated $102K sold.

Avantax Advisory Services first reported a position in SGMA in Q2 2022 and held it in 3 quarters. The position peaked at $208K in Q2 2022. 24 funds tracked by Wall St. Rank hold SGMA as of Q1 2023.

  • Avantax Advisory Services reported no remaining Sigmatron International position as of Q1 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 26,500 Sigmatron International shares in Q1 2023, an estimated $102K.
  • Avantax Advisory Services first reported a position in Sigmatron International in Q2 2022 and held it in 3 quarters.
  • Avantax Advisory Services's Sigmatron International position peaked at $208K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held Sigmatron International as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.