CIAS
AVTA

Capital Investment Advisory Services’s Avantax, Inc. Common Stock AVTA Stock Holding History

Capital Investment Advisory Services’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
Q3 		– Sell
-10
Closed – – 1488
2019
Q2 		$0 Buy
+10
New +$329 ﹤0.01% 1469

Other funds holding AVTA

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Wellington Management Group
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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 $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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital Investment Advisory Services's AVTA Position: Q3 2019 in Review

Capital Investment Advisory Services sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2019, closing a stake of 10 shares.

Capital Investment Advisory Services first reported a position in AVTA in Q2 2019 and held it in 1 quarter. The position peaked at $0 in Q2 2019. 181 funds tracked by Wall St. Rank hold AVTA as of Q3 2019.

  • Capital Investment Advisory Services reported no remaining Avantax, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 10 Avantax, Inc. Common Stock shares in Q3 2019.
  • Capital Investment Advisory Services first reported a position in Avantax, Inc. Common Stock in Q2 2019 and held it in 1 quarter.
  • Capital Investment Advisory Services's Avantax, Inc. Common Stock position peaked at $0 in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2019.

Based on Capital Investment Advisory Services's 13F filing for Q3 2019, filed 17 Oct 2019.