AWE
AVTA

Avidian Wealth Enterprises’s Avantax, Inc. Common Stock AVTA Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-48,962
Closed -$1.06M – 242
2019
Q3 		$1.06M Buy
48,962
+18,731
+62% +$472K 0.17% 54
2019
Q2 		$918K Buy
+30,231
New +$995K 0.22% 39

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
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

Avidian Wealth Enterprises's AVTA Position: Q4 2019 in Review

Avidian Wealth Enterprises sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2019, closing a stake of 48,962 shares — an estimated $1.06M sold.

Avidian Wealth Enterprises first reported a position in AVTA in Q2 2019 and held it in 2 quarters. The position peaked at $1.06M in Q3 2019. 168 funds tracked by Wall St. Rank hold AVTA as of Q4 2019.

  • Avidian Wealth Enterprises reported no remaining Avantax, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 48,962 Avantax, Inc. Common Stock shares in Q4 2019, an estimated $1.06M.
  • Avidian Wealth Enterprises first reported a position in Avantax, Inc. Common Stock in Q2 2019 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Avantax, Inc. Common Stock position peaked at $1.06M in Q3 2019.
  • 168 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2019, filed 13 Feb 2020.