CIP
AVTA

Convergence Investment Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Convergence Investment Partners’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-153,085
Closed -$1.72M – 383
2016
Q3 		$1.72M Buy
+153,085
New +$1.72M 0.25% 145