CWA
AVTA

Constellation Wealth Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Constellation Wealth Advisors’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
2013
Q3 		– Sell
-10,000
Closed -$185K – 201
2013
Q2 		$185K Buy
+10,000
New +$170K 0.02% 182

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
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return

Constellation Wealth Advisors's AVTA Position: Q3 2013 in Review

Constellation Wealth Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2013, closing a stake of 10,000 shares — an estimated $185K sold.

Constellation Wealth Advisors first reported a position in AVTA in Q2 2013 and held it in 1 quarter. The position peaked at $185K in Q2 2013. 150 funds tracked by Wall St. Rank hold AVTA as of Q3 2013.

  • Constellation Wealth Advisors reported no remaining Avantax, Inc. Common Stock position as of Q3 2013 after selling out during the quarter.
  • Constellation Wealth Advisors sold 10,000 Avantax, Inc. Common Stock shares in Q3 2013, an estimated $185K.
  • Constellation Wealth Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 1 quarter.
  • Constellation Wealth Advisors's Avantax, Inc. Common Stock position peaked at $185K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2013.

Based on Constellation Wealth Advisors's 13F filing for Q3 2013, filed 6 Nov 2013.