AAS
SIM icon

Avantax Advisory Services’s Grupo SIMEC SIM Stock Holding History

Avantax Advisory Services’s Portfolio SIM Stock Details SIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,455
Closed -$273K – 1569
2023
Q1 		$273K Buy
+7,455
New +$257K ﹤0.01% 1204

Other funds holding SIM

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Avantax Advisory Services's SIM Position: Q2 2023 in Review

Avantax Advisory Services sold out of Grupo SIMEC (SIM) in Q2 2023, closing a stake of 7,455 shares — an estimated $273K sold.

Avantax Advisory Services first reported a position in SIM in Q1 2023 and held it in 1 quarter. The position peaked at $273K in Q1 2023. 11 funds tracked by Wall St. Rank hold SIM as of Q2 2023.

  • Avantax Advisory Services reported no remaining Grupo SIMEC position as of Q2 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 7,455 Grupo SIMEC shares in Q2 2023, an estimated $273K.
  • Avantax Advisory Services first reported a position in Grupo SIMEC in Q1 2023 and held it in 1 quarter.
  • Avantax Advisory Services's Grupo SIMEC position peaked at $273K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Grupo SIMEC as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.