BFEC
AVTA

Benjamin F. Edwards & Company’s Avantax, Inc. Common Stock AVTA Stock Holding History

Benjamin F. Edwards & Company’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
-1,024
Closed -$41K – 1782
2018
Q3 		$41K Buy
+1,024
New +$37.3K ﹤0.01% 920

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fuller & Thaler Asset Management
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

Benjamin F. Edwards & Company's AVTA Position: Q4 2018 in Review

Benjamin F. Edwards & Company sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 1,024 shares — an estimated $41K sold.

Benjamin F. Edwards & Company first reported a position in AVTA in Q3 2018 and held it in 1 quarter. The position peaked at $41K in Q3 2018. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

  • Benjamin F. Edwards & Company reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,024 Avantax, Inc. Common Stock shares in Q4 2018, an estimated $41K.
  • Benjamin F. Edwards & Company first reported a position in Avantax, Inc. Common Stock in Q3 2018 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Avantax, Inc. Common Stock position peaked at $41K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2018, filed 31 Jan 2019.