AAS
USDP

Avantax Advisory Services’s USD PARTNERS LP USDP Stock Holding History

Avantax Advisory Services’s Portfolio USDP Stock Details USDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,204
Closed -$7.32K – 1692
2023
Q3 		$7.32K Sell
12,204
-535
-4% -$383 ﹤0.01% 1540
2023
Q2 		$12.6K Sell
12,739
-1,066
-8% -$2.11K ﹤0.01% 1496
2023
Q1 		$41.4K Sell
13,805
-730
-5% -$2.46K ﹤0.01% 1455
2022
Q4 		$45.9K Hold
14,535
– – ﹤0.01% 1386
2022
Q3 		$58K Hold
14,535
– – ﹤0.01% 1295
2022
Q2 		$76K Sell
14,535
-2,295
-14% -$13.7K ﹤0.01% 1263
2022
Q1 		$102K Hold
16,830
– – ﹤0.01% 1238
2021
Q4 		$89K Sell
16,830
-2,230
-12% -$13.1K ﹤0.01% 1218
2021
Q3 		$121K Sell
19,060
-1,295
-6% -$8.65K ﹤0.01% 1139
2021
Q2 		$156K Buy
20,355
+35
+0.2% +$220 ﹤0.01% 1100
2021
Q1 		$120K Buy
20,320
+39
+0.2% +$194 ﹤0.01% 995
2020
Q4 		$69K Sell
20,281
-12,400
-38% -$41.3K ﹤0.01% 918
2020
Q3 		$100K Buy
32,681
+10,579
+48% +$35K ﹤0.01% 1302
2020
Q2 		$70K Buy
22,102
+107
+0.5% +$347 ﹤0.01% 827
2020
Q1 		$64K Buy
21,995
+4,661
+27% +$38.3K ﹤0.01% 772
2019
Q4 		$173K Buy
+17,334
New +$171K ﹤0.01% 787

Other funds holding USDP

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Avantax Advisory Services's USDP Position: Q4 2023 in Review

Avantax Advisory Services sold out of USD PARTNERS LP (USDP) in Q4 2023, closing a stake of 12,204 shares — an estimated $7.32K sold.

Avantax Advisory Services first reported a position in USDP in Q4 2019 and held it in 16 quarters. The position peaked at $173K in Q4 2019. 4 funds tracked by Wall St. Rank hold USDP as of Q4 2023.

  • Avantax Advisory Services reported no remaining USD PARTNERS LP position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 12,204 USD PARTNERS LP shares in Q4 2023, an estimated $7.32K.
  • Avantax Advisory Services first reported a position in USD PARTNERS LP in Q4 2019 and held it in 16 quarters.
  • Avantax Advisory Services's USD PARTNERS LP position peaked at $173K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.