AAS
VIEW

Avantax Advisory Services’s View, Inc. Class A Common Stock VIEW Stock Holding History

Avantax Advisory Services’s Portfolio VIEW Stock Details VIEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-355
Closed -$2.58K – 1636
2023
Q2 		$2.58K Sell
355
-17
-5% -$255 ﹤0.01% 1504
2023
Q1 		$11.2K Buy
372
+34
+10% +$1.41K ﹤0.01% 1477
2022
Q4 		$19.6K Buy
+338
New +$24.7K ﹤0.01% 1401

Other funds holding VIEW

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Avantax Advisory Services sold out of View, Inc. Class A Common Stock (VIEW) in Q3 2023, closing a stake of 355 shares — an estimated $2.58K sold.

Avantax Advisory Services first reported a position in VIEW in Q4 2022 and held it in 3 quarters. The position peaked at $19.6K in Q4 2022. 25 funds tracked by Wall St. Rank hold VIEW as of Q3 2023.

  • Avantax Advisory Services reported no remaining View, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 355 View, Inc. Class A Common Stock shares in Q3 2023, an estimated $2.58K.
  • Avantax Advisory Services first reported a position in View, Inc. Class A Common Stock in Q4 2022 and held it in 3 quarters.
  • Avantax Advisory Services's View, Inc. Class A Common Stock position peaked at $19.6K in Q4 2022.
  • 25 funds tracked by Wall St. Rank held View, Inc. Class A Common Stock as of Q3 2023.

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