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Avantax Advisory Services’s Shenandoah Telecom SHEN Stock Holding History

Avantax Advisory Services’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,948
Closed -$150K – 2433
2025
Q1 		$150K Sell
11,948
-100
-0.8% -$1.18K ﹤0.01% 2129
2024
Q4 		$152K Buy
12,048
+109
+0.9% +$1.47K ﹤0.01% 2090
2024
Q3 		$168K Sell
11,939
-3,000
-20% -$49.5K ﹤0.01% 2026
2024
Q2 		$244K Sell
14,939
-961
-6% -$15.5K ﹤0.01% 1832
2024
Q1 		$276K Buy
15,900
+3,760
+31% +$72.9K ﹤0.01% 1348
2023
Q4 		$262K Sell
12,140
-810
-6% -$18.1K ﹤0.01% 1313
2023
Q3 		$267K Sell
12,950
-2,030
-14% -$41.6K ﹤0.01% 1263
2023
Q2 		$291K Hold
14,980
– – ﹤0.01% 1205
2023
Q1 		$285K Sell
14,980
-500
-3% -$9.34K ﹤0.01% 1178
2022
Q4 		$246K Hold
15,480
– – ﹤0.01% 1208
2022
Q3 		$263K Sell
15,480
-1,000
-6% -$21.3K ﹤0.01% 1065
2022
Q2 		$366K Buy
16,480
+7,900
+92% +$178K 0.01% 916
2022
Q1 		$202K Buy
+8,580
New +$194K ﹤0.01% 1197

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

Avantax Advisory Services's SHEN Position: Q2 2025 in Review

Avantax Advisory Services sold out of Shenandoah Telecom (SHEN) in Q2 2025, closing a stake of 11,948 shares — an estimated $150K sold.

Avantax Advisory Services first reported a position in SHEN in Q1 2022 and held it in 13 quarters. The position peaked at $366K in Q2 2022. 164 funds tracked by Wall St. Rank hold SHEN as of Q2 2025.

  • Avantax Advisory Services reported no remaining Shenandoah Telecom position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 11,948 Shenandoah Telecom shares in Q2 2025, an estimated $150K.
  • Avantax Advisory Services first reported a position in Shenandoah Telecom in Q1 2022 and held it in 13 quarters.
  • Avantax Advisory Services's Shenandoah Telecom position peaked at $366K in Q2 2022.
  • 164 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.