AP
AVTA

AHL Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

AHL Partners’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$638K Sell
28,851
-13,846
-32% -$309K 0.01% 1018
2017
Q3 		$1.08M Buy
42,697
+5,216
+14% +$118K 0.02% 857
2017
Q2 		$795K Buy
37,481
+8,495
+29% +$168K 0.02% 852
2017
Q1 		$501K Buy
+28,986
New +$454K 0.01% 956

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

AHL Partners's AVTA Position: Q4 2017 in Review

AHL Partners reduced its Avantax, Inc. Common Stock (AVTA) stake by 32% in Q4 2017, selling an estimated $309K and leaving 28,851 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #1018.

AHL Partners first reported a position in AVTA in Q1 2017 and has held it in 4 quarters since. The position peaked at $1.08M in Q3 2017. 187 funds tracked by Wall St. Rank hold AVTA as of Q4 2017.

  • AHL Partners held 28,851 shares of Avantax, Inc. Common Stock worth $638K as of Q4 2017.
  • AHL Partners sold 13,846 Avantax, Inc. Common Stock shares in Q4 2017, an estimated $309K.
  • Avantax, Inc. Common Stock made up 0.01% of AHL Partners's portfolio in Q4 2017, its #1018 holding.
  • AHL Partners first reported a position in Avantax, Inc. Common Stock in Q1 2017 and has held it in 4 quarters since.
  • AHL Partners's Avantax, Inc. Common Stock position peaked at $1.08M in Q3 2017.
  • 187 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.