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Avantax Planning Partners’s ABVC BioPharma ABVC Stock Holding History

Avantax Planning Partners’s Portfolio ABVC Stock Details ABVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-143,968
Closed -$84.9K – 432
2024
Q4 		$84.9K Buy
143,968
+104,968
+269% +$58.6K ﹤0.01% 424
2024
Q3 		$26.7K Hold
39,000
– – ﹤0.01% 440
2024
Q2 		$30.2K Buy
+39,000
New +$40K ﹤0.01% 463

Other funds holding ABVC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's ABVC Position: Q1 2025 in Review

Avantax Planning Partners sold out of ABVC BioPharma (ABVC) in Q1 2025, closing a stake of 143,968 shares — an estimated $84.9K sold.

Avantax Planning Partners first reported a position in ABVC in Q2 2024 and held it in 3 quarters. The position peaked at $84.9K in Q4 2024. 10 funds tracked by Wall St. Rank hold ABVC as of Q1 2025.

  • Avantax Planning Partners reported no remaining ABVC BioPharma position as of Q1 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 143,968 ABVC BioPharma shares in Q1 2025, an estimated $84.9K.
  • Avantax Planning Partners first reported a position in ABVC BioPharma in Q2 2024 and held it in 3 quarters.
  • Avantax Planning Partners's ABVC BioPharma position peaked at $84.9K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held ABVC BioPharma as of Q1 2025.

Based on Avantax Planning Partners's 13F filing for Q1 2025, filed 29 Apr 2025.