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Avantax Planning Partners’s Erie Indemnity ERIE Stock Holding History

Avantax Planning Partners’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-502
Closed -$207K – 439
2024
Q4 		$207K Hold
502
– – 0.01% 409
2024
Q3 		$271K Sell
502
-742
-60% -$338K 0.01% 351
2024
Q2 		$451K Buy
1,244
+104
+9% +$39.5K 0.01% 302
2024
Q1 		$458K Buy
+1,140
New +$419K 0.01% 302
2018
Q2 		– Sell
-33
Closed -$3K – 589
2018
Q1 		$3K Buy
+33
New +$3.84K ﹤0.01% 1502

Other funds holding ERIE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Avantax Planning Partners sold out of Erie Indemnity (ERIE) in Q1 2025, closing a stake of 502 shares — an estimated $207K sold.

Avantax Planning Partners first reported a position in ERIE in Q1 2018 and held it in 5 quarters. The position peaked at $458K in Q1 2024. 414 funds tracked by Wall St. Rank hold ERIE as of Q1 2025.

  • Avantax Planning Partners reported no remaining Erie Indemnity position as of Q1 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 502 Erie Indemnity shares in Q1 2025, an estimated $207K.
  • Avantax Planning Partners first reported a position in Erie Indemnity in Q1 2018 and held it in 5 quarters.
  • Avantax Planning Partners's Erie Indemnity position peaked at $458K in Q1 2024.
  • 414 funds tracked by Wall St. Rank held Erie Indemnity as of Q1 2025.

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