Avantax Advisory Services’s Werner Enterprises WERN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,897	Closed	-$376K	–	1367
2021 Q4	$376K	Buy	7,897 +28	+0.4%	+$1.28K	0.01%	873
2021 Q3	$347K	Buy	7,869 +692	+10%	+$31.7K	0.01%	858
2021 Q2	$319K	Buy	7,177 +2,181	+44%	+$102K	0.01%	876
2021 Q1	$237K	Buy	+4,996	New	+$217K	0.01%	904

Other funds holding WERN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avantax Advisory Services's WERN Position: Q1 2022 in Review

Avantax Advisory Services sold out of Werner Enterprises (WERN) in Q1 2022, closing a stake of 7,897 shares — an estimated $376K sold.

Avantax Advisory Services first reported a position in WERN in Q1 2021 and held it in 4 quarters. The position peaked at $376K in Q4 2021. 287 funds tracked by Wall St. Rank hold WERN as of Q1 2022.

Avantax Advisory Services reported no remaining Werner Enterprises position as of Q1 2022 after selling out during the quarter.
Avantax Advisory Services sold 7,897 Werner Enterprises shares in Q1 2022, an estimated $376K.
Avantax Advisory Services first reported a position in Werner Enterprises in Q1 2021 and held it in 4 quarters.
Avantax Advisory Services's Werner Enterprises position peaked at $376K in Q4 2021.
287 funds tracked by Wall St. Rank held Werner Enterprises as of Q1 2022.

Based on Avantax Advisory Services's 13F filing for Q1 2022, filed 27 Apr 2022.