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Avantax Advisory Services’s Smith Micro Software SMSI Stock Holding History

Avantax Advisory Services’s Portfolio SMSI Stock Details SMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,000
Closed -$149K – 1300
2020
Q3 		$149K Buy
+1,000
New +$158K ﹤0.01% 1266

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N
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Northern Trust
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Avantax Advisory Services's SMSI Position: Q4 2020 in Review

Avantax Advisory Services sold out of Smith Micro Software (SMSI) in Q4 2020, closing a stake of 1,000 shares — an estimated $149K sold.

Avantax Advisory Services first reported a position in SMSI in Q3 2020 and held it in 1 quarter. The position peaked at $149K in Q3 2020. 67 funds tracked by Wall St. Rank hold SMSI as of Q4 2020.

  • Avantax Advisory Services reported no remaining Smith Micro Software position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 1,000 Smith Micro Software shares in Q4 2020, an estimated $149K.
  • Avantax Advisory Services first reported a position in Smith Micro Software in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Smith Micro Software position peaked at $149K in Q3 2020.
  • 67 funds tracked by Wall St. Rank held Smith Micro Software as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.