Bayesian Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bayesian Capital Management’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
2018 Q4	–	Sell	-13,100	Closed	-$527K	–	835
2018 Q3	$527K	Buy	13,100 +3,500	+36%	+$127K	0.09%	319
2018 Q2	$355K	Buy	+9,600	New	+$310K	0.08%	355
2017 Q1	–	Sell	-10,700	Closed	-$158K	–	742
2016 Q4	$158K	Buy	+10,700	New	+$144K	0.04%	544

Other funds holding AVTA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RCAMU

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

Bayesian Capital Management's AVTA Position: Q4 2018 in Review

Bayesian Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 13,100 shares — an estimated $527K sold.

Bayesian Capital Management first reported a position in AVTA in Q4 2016 and held it in 3 quarters. The position peaked at $527K in Q3 2018. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

Bayesian Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
Bayesian Capital Management sold 13,100 Avantax, Inc. Common Stock shares in Q4 2018, an estimated $527K.
Bayesian Capital Management first reported a position in Avantax, Inc. Common Stock in Q4 2016 and held it in 3 quarters.
Bayesian Capital Management's Avantax, Inc. Common Stock position peaked at $527K in Q3 2018.
192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on Bayesian Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.