Artisan Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-241,140
| Closed | -$3.32M | – | 398 |
|
|
2015
Q3 | $3.32M | Sell |
241,140
-30,523
| -11% | -$420K | 0.01% | 353 |
|
|
2015
Q2 | $4.39M | Sell |
271,663
-49,703
| -15% | -$803K | 0.01% | 352 |
|
|
2015
Q1 | $4.39M | Sell |
321,366
-180,470
| -36% | -$2.47M | 0.01% | 352 |
|
|
2014
Q4 | $6.95M | Sell |
501,836
-97,575
| -16% | -$1.35M | 0.01% | 327 |
|
|
2014
Q3 | $9.14M | Sell |
599,411
-73,700
| -11% | -$1.12M | 0.02% | 328 |
|
|
2014
Q2 | $12.7M | Sell |
673,111
-35,149
| -5% | -$663K | 0.02% | 297 |
|
|
2014
Q1 | $13.9M | Sell |
708,260
-27,942
| -4% | -$550K | 0.02% | 292 |
|
|
2013
Q4 | $21.5M | Buy |
736,202
+39,741
| +6% | +$1.16M | 0.04% | 278 |
|
|
2013
Q3 | $16M | Buy |
696,461
+649,949
| +1,397% | +$14.9M | 0.03% | 299 |
|
|
2013
Q2 | $862K | Buy |
+46,512
| New | +$862K | ﹤0.01% | 359 |
|