AAS
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Avantax Advisory Services’s Wabash National WNC Stock Holding History

Avantax Advisory Services’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,474
Closed -$307K – 1578
2023
Q1 		$307K Sell
12,474
-500
-4% -$13K ﹤0.01% 1142
2022
Q4 		$293K Buy
12,974
+1,739
+15% +$37.7K ﹤0.01% 1119
2022
Q3 		$175K Buy
+11,235
New +$183K ﹤0.01% 1237

Other funds holding WNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avantax Advisory Services's WNC Position: Q2 2023 in Review

Avantax Advisory Services sold out of Wabash National (WNC) in Q2 2023, closing a stake of 12,474 shares — an estimated $307K sold.

Avantax Advisory Services first reported a position in WNC in Q3 2022 and held it in 3 quarters. The position peaked at $307K in Q1 2023. 255 funds tracked by Wall St. Rank hold WNC as of Q2 2023.

  • Avantax Advisory Services reported no remaining Wabash National position as of Q2 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 12,474 Wabash National shares in Q2 2023, an estimated $307K.
  • Avantax Advisory Services first reported a position in Wabash National in Q3 2022 and held it in 3 quarters.
  • Avantax Advisory Services's Wabash National position peaked at $307K in Q1 2023.
  • 255 funds tracked by Wall St. Rank held Wabash National as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.