ClearBridge Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-957,939
| Closed | -$15.2M | – | 828 |
|
|
2020
Q4 | $15.2M | Sell |
957,939
-50,913
| -5% | -$810K | 0.01% | 520 |
|
|
2020
Q3 | $9.5M | Sell |
1,008,852
-4,759
| -0.5% | -$44.8K | 0.01% | 531 |
|
|
2020
Q2 | $11.6M | Sell |
1,013,611
-24,170
| -2% | -$276K | 0.01% | 495 |
|
|
2020
Q1 | $12.5M | Sell |
1,037,781
-5,073
| -0.5% | -$61.1K | 0.01% | 442 |
|
|
2019
Q4 | $27.1M | Buy |
1,042,854
+301,884
| +41% | +$7.85M | 0.02% | 406 |
|
|
2019
Q3 | $16M | Buy |
+740,970
| New | +$16M | 0.01% | 471 |
|