Arden Trust’s Avantax, Inc. Common Stock AVTA Stock Holding History

Arden Trust’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 Q2	–	Sell	-28	Closed	–	–	786
2020 Q1	$0	Buy	+28	New	+$540	﹤0.01%	821

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

RCAMU

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

Arden Trust's AVTA Position: Q2 2020 in Review

Arden Trust sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2020, closing a stake of 28 shares.

Arden Trust first reported a position in AVTA in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 162 funds tracked by Wall St. Rank hold AVTA as of Q2 2020.

Arden Trust reported no remaining Avantax, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 28 Avantax, Inc. Common Stock shares in Q2 2020.
Arden Trust first reported a position in Avantax, Inc. Common Stock in Q1 2020 and held it in 1 quarter.
Arden Trust's Avantax, Inc. Common Stock position peaked at $0 in Q1 2020.
162 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.