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AD

Avantax Planning Partners’s Array Digital Infrastructure AD Stock Holding History

Avantax Planning Partners’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,000
Closed -$346K – 463
2025
Q1 		$346K Hold
5,000
– – 0.01% 312
2024
Q4 		$314K Hold
5,000
– – 0.01% 330
2024
Q3 		$273K Hold
5,000
– – 0.01% 350
2024
Q2 		$279K Buy
+5,000
New +$220K 0.01% 371

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JCAM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Avantax Planning Partners's AD Position: Q2 2025 in Review

Avantax Planning Partners sold out of Array Digital Infrastructure (AD) in Q2 2025, closing a stake of 5,000 shares — an estimated $346K sold.

Avantax Planning Partners first reported a position in AD in Q2 2024 and held it in 4 quarters. The position peaked at $346K in Q1 2025. 137 funds tracked by Wall St. Rank hold AD as of Q2 2025.

  • Avantax Planning Partners reported no remaining Array Digital Infrastructure position as of Q2 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 5,000 Array Digital Infrastructure shares in Q2 2025, an estimated $346K.
  • Avantax Planning Partners first reported a position in Array Digital Infrastructure in Q2 2024 and held it in 4 quarters.
  • Avantax Planning Partners's Array Digital Infrastructure position peaked at $346K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q2 2025.

Based on Avantax Planning Partners's 13F filing for Q2 2025, filed 11 Aug 2025.