AAS
ZIXI

Avantax Advisory Services’s Zix Corporation ZIXI Stock Holding History

Avantax Advisory Services’s Portfolio ZIXI Stock Details ZIXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-15,058
Closed -$113K – 1169
2021
Q1 		$113K Buy
15,058
+1,970
+15% +$16.6K ﹤0.01% 996
2020
Q4 		$114K Buy
+13,088
New +$92.9K ﹤0.01% 907

Other funds holding ZIXI

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Vanguard Group
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EMG
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KCM
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PCM
Peregrine Capital Management Minneapolis, Minnesota $2.7B AUM 22.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Avantax Advisory Services's ZIXI Position: Q2 2021 in Review

Avantax Advisory Services sold out of Zix Corporation (ZIXI) in Q2 2021, closing a stake of 15,058 shares — an estimated $113K sold.

Avantax Advisory Services first reported a position in ZIXI in Q4 2020 and held it in 2 quarters. The position peaked at $114K in Q4 2020. 142 funds tracked by Wall St. Rank hold ZIXI as of Q2 2021.

  • Avantax Advisory Services reported no remaining Zix Corporation position as of Q2 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 15,058 Zix Corporation shares in Q2 2021, an estimated $113K.
  • Avantax Advisory Services first reported a position in Zix Corporation in Q4 2020 and held it in 2 quarters.
  • Avantax Advisory Services's Zix Corporation position peaked at $114K in Q4 2020.
  • 142 funds tracked by Wall St. Rank held Zix Corporation as of Q2 2021.

Based on Avantax Advisory Services's 13F filing for Q2 2021, filed 29 Jul 2021.