Avantax Advisory Services’s Presidio Property Trust SQFT Stock Holding History

Avantax Advisory Services’s Portfolio SQFT Stock Details SQFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,114	Closed	-$11.5K	–	1572
2023 Q1	$11.5K	Sell	1,114 -264	-19%	-$2.91K	﹤0.01%	1476
2022 Q4	$13.1K	Sell	1,378 -1,079	-44%	-$12.2K	﹤0.01%	1406
2022 Q3	$31K	Sell	2,457 -89	-3%	-$2.39K	﹤0.01%	1309
2022 Q2	$81K	Sell	2,546 -156	-6%	-$5.25K	﹤0.01%	1260
2022 Q1	$100K	Sell	2,702 -173	-6%	-$6.5K	﹤0.01%	1239
2021 Q4	$112K	Sell	2,875 -221	-7%	-$8.45K	﹤0.01%	1211
2021 Q3	$117K	Buy	3,096 +189	+7%	+$7.51K	﹤0.01%	1140
2021 Q2	$114K	Buy	2,907 +829	+40%	+$30.2K	﹤0.01%	1110
2021 Q1	$77K	Buy	+2,078	New	+$78.1K	﹤0.01%	1010

Other funds holding SQFT

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RWMG

Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

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

Avantax Advisory Services sold out of Presidio Property Trust (SQFT) in Q2 2023, closing a stake of 1,114 shares — an estimated $11.5K sold.

Avantax Advisory Services first reported a position in SQFT in Q1 2021 and held it in 9 quarters. The position peaked at $117K in Q3 2021. 29 funds tracked by Wall St. Rank hold SQFT as of Q2 2023.

Avantax Advisory Services reported no remaining Presidio Property Trust position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 1,114 Presidio Property Trust shares in Q2 2023, an estimated $11.5K.
Avantax Advisory Services first reported a position in Presidio Property Trust in Q1 2021 and held it in 9 quarters.
Avantax Advisory Services's Presidio Property Trust position peaked at $117K in Q3 2021.
29 funds tracked by Wall St. Rank held Presidio Property Trust as of Q2 2023.

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