Avantax Advisory Services’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-16,215	Closed	-$711	–	1617
2023 Q2	$711	Sell	16,215 -1,378	-8%	-$51	﹤0.01%	1505
2023 Q1	$730	Hold	17,593	–	–	﹤0.01%	1483
2022 Q4	$968	Sell	17,593 -6,681	-28%	-$556	﹤0.01%	1420
2022 Q3	$3K	Sell	24,274 -952	-4%	-$147	﹤0.01%	1327
2022 Q2	$5K	Sell	25,226 -1,685	-6%	-$320	﹤0.01%	1298
2022 Q1	$5K	Buy	+26,911	New	+$5.89K	﹤0.01%	1276

Other funds holding SQFTW

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 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

RWMG

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Avantax Advisory Services's SQFTW Position: Q3 2023 in Review

Avantax Advisory Services sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q3 2023, closing a stake of 16,215 shares — an estimated $711 sold.

Avantax Advisory Services first reported a position in SQFTW in Q1 2022 and held it in 6 quarters. The position peaked at $5K in Q2 2022. 29 funds tracked by Wall St. Rank hold SQFTW as of Q3 2023.

Avantax Advisory Services reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 16,215 Presidio Property Trust Inc Series A Warrants shares in Q3 2023, an estimated $711.
Avantax Advisory Services first reported a position in Presidio Property Trust Inc Series A Warrants in Q1 2022 and held it in 6 quarters.
Avantax Advisory Services's Presidio Property Trust Inc Series A Warrants position peaked at $5K in Q2 2022.
29 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.