ClearBridge Investments
AVTA

ClearBridge Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History

ClearBridge Investments’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
2021
Q1 		– Sell
-957,939
Closed -$15.2M – 828
2020
Q4 		$15.2M Sell
957,939
-50,913
-5% -$621K 0.01% 520
2020
Q3 		$9.5M Sell
1,008,852
-4,759
-0.5% -$52.7K 0.01% 531
2020
Q2 		$11.6M Sell
1,013,611
-24,170
-2% -$303K 0.01% 495
2020
Q1 		$12.5M Sell
1,037,781
-5,073
-0.5% -$97.8K 0.01% 442
2019
Q4 		$27.1M Buy
1,042,854
+301,884
+41% +$6.76M 0.02% 406
2019
Q3 		$16M Buy
+740,970
New +$18.7M 0.01% 471

Other funds holding AVTA

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VBA
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Dimensional Fund Advisors
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PCP
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AA
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State Street
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Renaissance Technologies
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D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return