Avantax Advisory Services’s Sun Communities SUI Stock Holding History
Bought
Maintained
Sold
Other funds holding SUI
Avantax Advisory Services's SUI Position: Q2 2025 in Review
Avantax Advisory Services reduced its Sun Communities (SUI) stake by 3.4% in Q2 2025, selling an estimated $31.1K and leaving 7,119 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.
Avantax Advisory Services first reported a position in SUI in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.41M in Q3 2024. 468 funds tracked by Wall St. Rank hold SUI as of Q2 2025.
- Avantax Advisory Services held 7,119 shares of Sun Communities worth $901K as of Q2 2025.
- Avantax Advisory Services sold 251 Sun Communities shares in Q2 2025, an estimated $31.1K.
- Sun Communities made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1230 holding.
- Avantax Advisory Services first reported a position in Sun Communities in Q2 2024 and has held it in 5 quarters since.
- Avantax Advisory Services's Sun Communities position peaked at $2.41M in Q3 2024.
- 468 funds tracked by Wall St. Rank held Sun Communities as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.