CWM
AVTA

Concert Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Concert Wealth Management’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
2015
Q3 		– Sell
-45,224
Closed -$738K – 749
2015
Q2 		$738K Buy
+45,224
New +$697K 0.1% 276

Other funds holding AVTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concert Wealth Management's AVTA Position: Q3 2015 in Review

Concert Wealth Management sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2015, closing a stake of 45,224 shares — an estimated $738K sold.

Concert Wealth Management first reported a position in AVTA in Q2 2015 and held it in 1 quarter. The position peaked at $738K in Q2 2015. 143 funds tracked by Wall St. Rank hold AVTA as of Q3 2015.

  • Concert Wealth Management reported no remaining Avantax, Inc. Common Stock position as of Q3 2015 after selling out during the quarter.
  • Concert Wealth Management sold 45,224 Avantax, Inc. Common Stock shares in Q3 2015, an estimated $738K.
  • Concert Wealth Management first reported a position in Avantax, Inc. Common Stock in Q2 2015 and held it in 1 quarter.
  • Concert Wealth Management's Avantax, Inc. Common Stock position peaked at $738K in Q2 2015.
  • 143 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2015.

Based on Concert Wealth Management's 13F filing for Q3 2015, filed 2 Nov 2015.