Creative Planning
AVTA

Creative Planning’s Avantax, Inc. Common Stock AVTA Stock Holding History

Creative Planning’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
2020
Q1 		– Sell
-12,125
Closed -$317K – 2132
2019
Q4 		$317K Buy
+12,125
New +$272K ﹤0.01% 1373
2017
Q3 		– Sell
-4,080
Closed -$86K – 3912
2017
Q2 		$86K Buy
4,080
+480
+13% +$9.5K ﹤0.01% 2098
2017
Q1 		$62K Sell
3,600
-1,500
-29% -$23.5K ﹤0.01% 2318
2016
Q4 		$75K Hold
5,100
– – ﹤0.01% 2060
2016
Q3 		$57K Sell
5,100
-1,000
-16% -$11.1K ﹤0.01% 2265
2016
Q2 		$63K Buy
6,100
+2,500
+69% +$19.7K ﹤0.01% 1981
2016
Q1 		$19K Buy
3,600
+500
+16% +$3.52K ﹤0.01% 2805
2015
Q4 		$30K Buy
3,100
+2,940
+1,838% +$32.4K ﹤0.01% 2546
2015
Q3 		$2K Buy
+160
New +$2.29K ﹤0.01% 3994
2015
Q2 		– Sell
-175
Closed -$2K – 3210
2015
Q1 		$2K Buy
175
+40
+30% +$558 ﹤0.01% 3924
2014
Q4 		$2K Buy
135
+75
+125% +$1.1K ﹤0.01% 3867
2014
Q3 		$1K Buy
60
+25
+71% +$413 ﹤0.01% 3888
2014
Q2 		$1K Sell
35
-76
-68% -$1.43K ﹤0.01% 3681
2014
Q1 		$2K Buy
111
+76
+217% +$1.76K ﹤0.01% 3398
2013
Q4 		$1K Hold
35
– – ﹤0.01% 3239
2013
Q3 		$1K Sell
35
-100
-74% -$2.08K ﹤0.01% 3131
2013
Q2 		$3K Buy
+135
New +$2.29K ﹤0.01% 2749

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Creative Planning's AVTA Position: Q1 2020 in Review

Creative Planning sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2020, closing a stake of 12,125 shares — an estimated $317K sold.

Creative Planning first reported a position in AVTA in Q2 2013 and held it in 17 quarters. The position peaked at $317K in Q4 2019. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2020.

  • Creative Planning reported no remaining Avantax, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Creative Planning sold 12,125 Avantax, Inc. Common Stock shares in Q1 2020, an estimated $317K.
  • Creative Planning first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Avantax, Inc. Common Stock position peaked at $317K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.