AAS
WPS

Avantax Advisory Services’s iShares International Developed Property ETF WPS Stock Holding History

Avantax Advisory Services’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,695
Closed -$218K – 2149
2024
Q1 		$218K Sell
7,695
-286
-4% -$7.84K ﹤0.01% 1495
2023
Q4 		$229K Sell
7,981
-239
-3% -$6.2K ﹤0.01% 1395
2023
Q3 		$206K Hold
8,220
– – ﹤0.01% 1416
2023
Q2 		$215K Sell
8,220
-320
-4% -$8.63K ﹤0.01% 1366
2023
Q1 		$230K Buy
8,540
+207
+2% +$5.8K ﹤0.01% 1293
2022
Q4 		$228K Buy
8,333
+229
+3% +$6K ﹤0.01% 1245
2022
Q3 		$201K Buy
8,104
+34
+0.4% +$985 ﹤0.01% 1217
2022
Q2 		$236K Buy
8,070
+1,031
+15% +$33.2K ﹤0.01% 1122
2022
Q1 		$251K Buy
7,039
+211
+3% +$7.5K ﹤0.01% 1091
2021
Q4 		$254K Sell
6,828
-167
-2% -$6.27K ﹤0.01% 1062
2021
Q3 		$259K Sell
6,995
-243
-3% -$9.49K ﹤0.01% 988
2021
Q2 		$279K Buy
+7,238
New +$277K 0.01% 937
2021
Q1 		– Sell
-7,444
Closed -$266K – 1082
2020
Q4 		$266K Sell
7,444
-1,726
-19% -$57.7K 0.01% 777
2020
Q3 		$287K Buy
9,170
+1,622
+21% +$51K ﹤0.01% 1043
2020
Q2 		$227K Sell
7,548
-100
-1% -$2.96K 0.01% 738
2020
Q1 		$213K Sell
7,648
-645
-8% -$23.1K 0.01% 702
2019
Q4 		$324K Buy
+8,293
New +$325K 0.01% 605

Other funds holding WPS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return

Avantax Advisory Services's WPS Position: Q2 2024 in Review

Avantax Advisory Services sold out of iShares International Developed Property ETF (WPS) in Q2 2024, closing a stake of 7,695 shares — an estimated $218K sold.

Avantax Advisory Services first reported a position in WPS in Q4 2019 and held it in 17 quarters. The position peaked at $324K in Q4 2019. 26 funds tracked by Wall St. Rank hold WPS as of Q2 2024.

  • Avantax Advisory Services reported no remaining iShares International Developed Property ETF position as of Q2 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 7,695 iShares International Developed Property ETF shares in Q2 2024, an estimated $218K.
  • Avantax Advisory Services first reported a position in iShares International Developed Property ETF in Q4 2019 and held it in 17 quarters.
  • Avantax Advisory Services's iShares International Developed Property ETF position peaked at $324K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.