CTA
AVTA

Carillon Tower Advisers’s Avantax, Inc. Common Stock AVTA Stock Holding History

Carillon Tower Advisers’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
2020
Q4 		– Sell
-108,836
Closed -$1.02M – 497
2020
Q3 		$1.02M Sell
108,836
-4,589
-4% -$50.8K 0.01% 434
2020
Q2 		$1.29M Sell
113,425
-3,900
-3% -$49K 0.01% 453
2020
Q1 		$1.41M Sell
117,325
-11,600
-9% -$224K 0.01% 425
2019
Q4 		$3.37M Sell
128,925
-4,400
-3% -$98.5K 0.02% 426
2019
Q3 		$2.88M Buy
133,325
+6,800
+5% +$171K 0.02% 436
2019
Q2 		$3.84M Buy
126,525
+2,575
+2% +$84.7K 0.03% 408
2019
Q1 		$4.14M Buy
+123,950
New +$3.61M 0.03% 398

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Carillon Tower Advisers's AVTA Position: Q4 2020 in Review

Carillon Tower Advisers sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2020, closing a stake of 108,836 shares — an estimated $1.02M sold.

Carillon Tower Advisers first reported a position in AVTA in Q1 2019 and held it in 7 quarters. The position peaked at $4.14M in Q1 2019. 149 funds tracked by Wall St. Rank hold AVTA as of Q4 2020.

  • Carillon Tower Advisers reported no remaining Avantax, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Carillon Tower Advisers sold 108,836 Avantax, Inc. Common Stock shares in Q4 2020, an estimated $1.02M.
  • Carillon Tower Advisers first reported a position in Avantax, Inc. Common Stock in Q1 2019 and held it in 7 quarters.
  • Carillon Tower Advisers's Avantax, Inc. Common Stock position peaked at $4.14M in Q1 2019.
  • 149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2020.

Based on Carillon Tower Advisers's 13F filing for Q4 2020, filed 12 Feb 2021.