CIBC Private Wealth Group
AVTA

CIBC Private Wealth Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

CIBC Private Wealth Group’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
2018
Q3 		– Sell
-539
Closed -$20K – 1810
2018
Q2 		$20K Buy
539
+500
+1,282% +$16.1K ﹤0.01% 1405
2018
Q1 		$1K Hold
39
– – ﹤0.01% 1893
2017
Q4 		$1K Buy
+39
New +$869 ﹤0.01% 1893

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIBC Private Wealth Group's AVTA Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2018, closing a stake of 539 shares — an estimated $20K sold.

CIBC Private Wealth Group first reported a position in AVTA in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q2 2018. 208 funds tracked by Wall St. Rank hold AVTA as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Avantax, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 539 Avantax, Inc. Common Stock shares in Q3 2018, an estimated $20K.
  • CIBC Private Wealth Group first reported a position in Avantax, Inc. Common Stock in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's Avantax, Inc. Common Stock position peaked at $20K in Q2 2018.
  • 208 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.