American Century Companies’s Avantax, Inc. Common Stock AVTA Stock Holding History

American Century Companies’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
2020 Q3	–	Sell	-16,171	Closed	-$185K	–	1879
2020 Q2	$185K	Sell	16,171 -43,771	-73%	-$550K	﹤0.01%	1611
2020 Q1	$722K	Hold	59,942	–	–	﹤0.01%	1071
2019 Q4	$1.57M	Sell	59,942 -176,680	-75%	-$3.96M	﹤0.01%	1000
2019 Q3	$5.12M	Buy	236,622 +29,935	+14%	+$755K	0.01%	784
2019 Q2	$6.28M	Buy	206,687 +2,813	+1%	+$92.6K	0.01%	764
2019 Q1	$6.8M	Sell	203,874 -56,266	-22%	-$1.64M	0.01%	728
2018 Q4	$6.93M	Buy	260,140 +60,900	+31%	+$1.87M	0.01%	704
2018 Q3	$8.02M	Buy	199,240 +2,253	+1%	+$82K	0.01%	718
2018 Q2	$7.29M	Sell	196,987 -84,508	-30%	-$2.73M	0.01%	747
2018 Q1	$6.92M	Buy	281,495 +783	+0.3%	+$18.6K	0.01%	740
2017 Q4	$6.2M	Sell	280,712 -31,185	-10%	-$695K	0.01%	802
2017 Q3	$7.89M	Buy	311,897 +131,575	+73%	+$2.98M	0.01%	717
2017 Q2	$3.82M	Buy	+180,322	New	+$3.57M	﹤0.01%	915

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

American Century Companies's AVTA Position: Q3 2020 in Review

American Century Companies sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 16,171 shares — an estimated $185K sold.

American Century Companies first reported a position in AVTA in Q2 2017 and held it in 13 quarters. The position peaked at $8.02M in Q3 2018. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

American Century Companies reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
American Century Companies sold 16,171 Avantax, Inc. Common Stock shares in Q3 2020, an estimated $185K.
American Century Companies first reported a position in Avantax, Inc. Common Stock in Q2 2017 and held it in 13 quarters.
American Century Companies's Avantax, Inc. Common Stock position peaked at $8.02M in Q3 2018.
151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on American Century Companies's 13F filing for Q3 2020, filed 13 Nov 2020.