Avantax Planning Partners’s a.k.a. Brands AKA Stock Holding History

Avantax Planning Partners’s Portfolio AKA Stock Details AKA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-833	Closed	-$4.3K	–	363
2023 Q2	$4.3K	Buy	+833	New	+$4.07K	﹤0.01%	369

Other funds holding AKA

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

F1I

Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avantax Planning Partners's AKA Position: Q3 2023 in Review

Avantax Planning Partners sold out of a.k.a. Brands (AKA) in Q3 2023, closing a stake of 833 shares — an estimated $4.3K sold.

Avantax Planning Partners first reported a position in AKA in Q2 2023 and held it in 1 quarter. The position peaked at $4.3K in Q2 2023. 26 funds tracked by Wall St. Rank hold AKA as of Q3 2023.

Avantax Planning Partners reported no remaining a.k.a. Brands position as of Q3 2023 after selling out during the quarter.
Avantax Planning Partners sold 833 a.k.a. Brands shares in Q3 2023, an estimated $4.3K.
Avantax Planning Partners first reported a position in a.k.a. Brands in Q2 2023 and held it in 1 quarter.
Avantax Planning Partners's a.k.a. Brands position peaked at $4.3K in Q2 2023.
26 funds tracked by Wall St. Rank held a.k.a. Brands as of Q3 2023.

Based on Avantax Planning Partners's 13F filing for Q3 2023, filed 6 Nov 2023.