Cambridge Investment Research Advisors
AVTA

Cambridge Investment Research Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Cambridge Investment Research 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
2019
Q2 		– Sell
-26,213
Closed -$875K – 2383
2019
Q1 		$875K Buy
+26,213
New +$763K 0.01% 1109
2018
Q4 		– Sell
-9,179
Closed -$369K – 2306
2018
Q3 		$369K Buy
+9,179
New +$334K ﹤0.01% 1652

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cambridge Investment Research Advisors's AVTA Position: Q2 2019 in Review

Cambridge Investment Research Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2019, closing a stake of 26,213 shares — an estimated $875K sold.

Cambridge Investment Research Advisors first reported a position in AVTA in Q3 2018 and held it in 2 quarters. The position peaked at $875K in Q1 2019. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2019.

  • Cambridge Investment Research Advisors reported no remaining Avantax, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 26,213 Avantax, Inc. Common Stock shares in Q2 2019, an estimated $875K.
  • Cambridge Investment Research Advisors first reported a position in Avantax, Inc. Common Stock in Q3 2018 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Avantax, Inc. Common Stock position peaked at $875K in Q1 2019.
  • 203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2019.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.