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BFA
AVTA
BlackRock Fund Advisors’s
Avantax, Inc. Common Stock
AVTA
Stock Holding History
BlackRock Fund Advisors’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
2016
Q4
$47.6M
Buy
3,227,395
+411,115
+15%
+$5.55M
0.01%
1718
2016
Q3
$31.5M
Buy
2,816,280
+90,058
+3%
+$1M
0.01%
1853
2016
Q2
$28.2M
Buy
2,726,222
+74,563
+3%
+$586K
0.01%
1842
2016
Q1
$13.7M
Buy
2,651,659
+12,771
+0.5%
+$89.8K
﹤0.01%
2195
2015
Q4
$25.9M
Buy
2,638,888
+178,087
+7%
+$1.97M
0.01%
1885
2015
Q3
$33.9M
Buy
2,460,801
+31,843
+1%
+$456K
0.01%
1674
2015
Q2
$39.2M
Sell
2,428,958
-89,559
-4%
-$1.38M
0.01%
1686
2015
Q1
$34.4M
Buy
2,518,517
+106,474
+4%
+$1.48M
0.01%
1757
2014
Q4
$33.4M
Buy
2,412,043
+252,660
+12%
+$3.72M
0.01%
1750
2014
Q3
$32.9M
Sell
2,159,383
-96,746
-4%
-$1.6M
0.01%
1635
2014
Q2
$42.6M
Sell
2,256,129
-126,751
-5%
-$2.39M
0.01%
1504
2014
Q1
$46.9M
Buy
2,382,880
+53,774
+2%
+$1.24M
0.01%
1459
2013
Q4
$67.9M
Buy
2,329,106
+47,751
+2%
+$1.29M
0.02%
1165
2013
Q3
$52.4M
Buy
2,281,355
+246,307
+12%
+$5.13M
0.02%
1302
2013
Q2
$37.7M
Buy
+2,035,048
New
+$34.6M
0.01%
1429
Other funds holding AVTA
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
BIT
BlackRock Institutional Trust
San Francisco, California
$675B AUM
16.07%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
PWAM
Park West Asset Management
San Francisco, California
$1.13B AUM
47.25%
1-Year Est. Return
PCM
Pennant Capital Management
Summit, New Jersey
$212M AUM
19.37%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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