Amundi Asset Management US’s Avantax, Inc. Common Stock AVTA Stock Holding History

Amundi Asset Management US’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	-78,627	Closed	-$898K	–	1658
2020 Q2	$898K	Hold	78,627	–	–	﹤0.01%	1187
2020 Q1	$947K	Buy	+78,627	New	+$1.52M	﹤0.01%	1108
2019 Q3	–	Sell	-20,359	Closed	-$618K	–	1727
2019 Q2	$618K	Hold	20,359	–	–	﹤0.01%	1330
2019 Q1	$680K	Hold	20,359	–	–	﹤0.01%	1275
2018 Q4	$542	Hold	20,359	–	–	﹤0.01%	1254
2018 Q3	$819K	Buy	20,359 +3,000	+17%	+$109K	﹤0.01%	1294
2018 Q2	$642K	Buy	17,359 +400	+2%	+$12.9K	﹤0.01%	1316
2018 Q1	$417K	Hold	16,959	–	–	﹤0.01%	1294
2017 Q4	$375K	Buy	+16,959	New	+$378K	﹤0.01%	1321

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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 $2.9T AUM 29.55% 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

Amundi Asset Management US's AVTA Position: Q3 2020 in Review

Amundi Asset Management US sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 78,627 shares — an estimated $898K sold.

Amundi Asset Management US first reported a position in AVTA in Q4 2017 and held it in 9 quarters. The position peaked at $947K in Q1 2020. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

Amundi Asset Management US reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
Amundi Asset Management US sold 78,627 Avantax, Inc. Common Stock shares in Q3 2020, an estimated $898K.
Amundi Asset Management US first reported a position in Avantax, Inc. Common Stock in Q4 2017 and held it in 9 quarters.
Amundi Asset Management US's Avantax, Inc. Common Stock position peaked at $947K in Q1 2020.
151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on Amundi Asset Management US's 13F filing for Q3 2020, filed 16 Nov 2020.