Crossmark Global Holdings’s Avantax, Inc. Common Stock AVTA Stock Holding History

Crossmark Global Holdings’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
2019 Q4	–	Sell	-12,010	Closed	-$260K	–	1446
2019 Q3	$260K	Sell	12,010 -150	-1%	-$3.78K	0.01%	1128
2019 Q2	$369K	Sell	12,160 -486	-4%	-$16K	0.01%	979
2019 Q1	$422K	Sell	12,646 -60	-0.5%	-$1.75K	0.01%	913
2018 Q4	$338K	Buy	12,706 +5,440	+75%	+$167K	0.01%	999
2018 Q3	$292K	Buy	7,266 +80	+1%	+$2.91K	0.01%	1340
2018 Q2	$266K	Buy	+7,186	New	+$232K	0.01%	1390
2017 Q4	–	Sell	-8,066	Closed	-$204K	–	1681
2017 Q3	$204K	Buy	+8,066	New	+$183K	0.01%	1554
2016 Q3	$204K	Buy	+8,066	New	+$89.6K	0.01%	1554

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Crossmark Global Holdings's AVTA Position: Q4 2019 in Review

Crossmark Global Holdings sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2019, closing a stake of 12,010 shares — an estimated $260K sold.

Crossmark Global Holdings first reported a position in AVTA in Q3 2016 and held it in 8 quarters. The position peaked at $422K in Q1 2019. 168 funds tracked by Wall St. Rank hold AVTA as of Q4 2019.

Crossmark Global Holdings reported no remaining Avantax, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
Crossmark Global Holdings sold 12,010 Avantax, Inc. Common Stock shares in Q4 2019, an estimated $260K.
Crossmark Global Holdings first reported a position in Avantax, Inc. Common Stock in Q3 2016 and held it in 8 quarters.
Crossmark Global Holdings's Avantax, Inc. Common Stock position peaked at $422K in Q1 2019.
168 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2019.

Based on Crossmark Global Holdings's 13F filing for Q4 2019, filed 6 Feb 2020.