CAN
AVTA

Cetera Advisor Networks’s Avantax, Inc. Common Stock AVTA Stock Holding History

Cetera Advisor Networks’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
Q3 		– Sell
-2,210
Closed -$25K – 3183
2020
Q2 		$25K Buy
+2,210
New +$27.7K ﹤0.01% 2281

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

Cetera Advisor Networks's AVTA Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 2,210 shares — an estimated $25K sold.

Cetera Advisor Networks first reported a position in AVTA in Q2 2020 and held it in 1 quarter. The position peaked at $25K in Q2 2020. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

  • Cetera Advisor Networks reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 2,210 Avantax, Inc. Common Stock shares in Q3 2020, an estimated $25K.
  • Cetera Advisor Networks first reported a position in Avantax, Inc. Common Stock in Q2 2020 and held it in 1 quarter.
  • Cetera Advisor Networks's Avantax, Inc. Common Stock position peaked at $25K in Q2 2020.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.