Canada Pension Plan Investment Board
AVTA

Canada Pension Plan Investment Board’s Avantax, Inc. Common Stock AVTA Stock Holding History

Canada Pension Plan Investment Board’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
Q4 		– Sell
-6,237
Closed -$135K – 1490
2019
Q3 		$135K Sell
6,237
-47,373
-88% -$1.19M ﹤0.01% 1116
2019
Q2 		$1.63M Buy
53,610
+47,310
+751% +$1.56M ﹤0.01% 979
2019
Q1 		$210K Buy
+6,300
New +$183K ﹤0.01% 1216

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Canada Pension Plan Investment Board's AVTA Position: Q4 2019 in Review

Canada Pension Plan Investment Board sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2019, closing a stake of 6,237 shares — an estimated $135K sold.

Canada Pension Plan Investment Board first reported a position in AVTA in Q1 2019 and held it in 3 quarters. The position peaked at $1.63M in Q2 2019. 168 funds tracked by Wall St. Rank hold AVTA as of Q4 2019.

  • Canada Pension Plan Investment Board reported no remaining Avantax, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Canada Pension Plan Investment Board sold 6,237 Avantax, Inc. Common Stock shares in Q4 2019, an estimated $135K.
  • Canada Pension Plan Investment Board first reported a position in Avantax, Inc. Common Stock in Q1 2019 and held it in 3 quarters.
  • Canada Pension Plan Investment Board's Avantax, Inc. Common Stock position peaked at $1.63M in Q2 2019.
  • 168 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2019.

Based on Canada Pension Plan Investment Board's 13F filing for Q4 2019, filed 14 Feb 2020.