Avantax Planning Partners’s RiskOn International, Inc. Common Stock ROI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-977	Closed	-$3.44K	–	395
2023 Q1	$3.44K	Hold	977	–	–	﹤0.01%	373
2022 Q4	$6.74K	Hold	977	–	–	﹤0.01%	363
2022 Q3	$38K	Hold	977	–	–	﹤0.01%	337
2022 Q2	$77K	Buy	+977	New	+$60.7K	﹤0.01%	332
2022 Q1	–	Sell	-977	Closed	-$65K	–	385
2021 Q4	$65K	Buy	977 +552	+130%	+$58.6K	﹤0.01%	343
2021 Q3	$67K	Buy	+425	New	+$59.6K	﹤0.01%	331

Other funds holding ROI

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

HCP

Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Avantax Planning Partners's ROI Position: Q2 2023 in Review

Avantax Planning Partners sold out of RiskOn International, Inc. Common Stock (ROI) in Q2 2023, closing a stake of 977 shares — an estimated $3.44K sold.

Avantax Planning Partners first reported a position in ROI in Q3 2021 and held it in 6 quarters. The position peaked at $77K in Q2 2022. 17 funds tracked by Wall St. Rank hold ROI as of Q2 2023.

Avantax Planning Partners reported no remaining RiskOn International, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Avantax Planning Partners sold 977 RiskOn International, Inc. Common Stock shares in Q2 2023, an estimated $3.44K.
Avantax Planning Partners first reported a position in RiskOn International, Inc. Common Stock in Q3 2021 and held it in 6 quarters.
Avantax Planning Partners's RiskOn International, Inc. Common Stock position peaked at $77K in Q2 2022.
17 funds tracked by Wall St. Rank held RiskOn International, Inc. Common Stock as of Q2 2023.

Based on Avantax Planning Partners's 13F filing for Q2 2023, filed 18 Jul 2023.