AIC
AVTA

Ameritas Investment Company’s Avantax, Inc. Common Stock AVTA Stock Holding History

Ameritas Investment Company’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
2019
Q1 		– Sell
-81
Closed -$2K – 1863
2018
Q4 		$2K Buy
+81
New +$2.48K ﹤0.01% 1383

Other funds holding AVTA

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Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Ameritas Investment Company's AVTA Position: Q1 2019 in Review

Ameritas Investment Company sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2019, closing a stake of 81 shares — an estimated $2K sold.

Ameritas Investment Company first reported a position in AVTA in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 193 funds tracked by Wall St. Rank hold AVTA as of Q1 2019.

  • Ameritas Investment Company reported no remaining Avantax, Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
  • Ameritas Investment Company sold 81 Avantax, Inc. Common Stock shares in Q1 2019, an estimated $2K.
  • Ameritas Investment Company first reported a position in Avantax, Inc. Common Stock in Q4 2018 and held it in 1 quarter.
  • Ameritas Investment Company's Avantax, Inc. Common Stock position peaked at $2K in Q4 2018.
  • 193 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2019.

Based on Ameritas Investment Company's 13F filing for Q1 2019, filed 16 May 2019.