BGIM
AVTA

Brandywine Global Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Brandywine Global Investment 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
2016
Q1 		– Sell
-19,900
Closed -$196K – 1033
2015
Q4 		$196K Buy
19,900
+600
+3% +$6.62K ﹤0.01% 693
2015
Q3 		$266K Buy
+19,300
New +$277K ﹤0.01% 675

Other funds holding AVTA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Brandywine Global Investment Management's AVTA Position: Q1 2016 in Review

Brandywine Global Investment Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2016, closing a stake of 19,900 shares — an estimated $196K sold.

Brandywine Global Investment Management first reported a position in AVTA in Q3 2015 and held it in 2 quarters. The position peaked at $266K in Q3 2015. 140 funds tracked by Wall St. Rank hold AVTA as of Q1 2016.

  • Brandywine Global Investment Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2016 after selling out during the quarter.
  • Brandywine Global Investment Management sold 19,900 Avantax, Inc. Common Stock shares in Q1 2016, an estimated $196K.
  • Brandywine Global Investment Management first reported a position in Avantax, Inc. Common Stock in Q3 2015 and held it in 2 quarters.
  • Brandywine Global Investment Management's Avantax, Inc. Common Stock position peaked at $266K in Q3 2015.
  • 140 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2016.

Based on Brandywine Global Investment Management's 13F filing for Q1 2016, filed 16 May 2016.