D.A. Davidson & Co’s Avantax, Inc. Common Stock AVTA Stock Holding History

D.A. Davidson & Co’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
2018 Q4	–	Sell	-6,219	Closed	-$250K	–	1182
2018 Q3	$250K	Buy	+6,219	New	+$226K	﹤0.01%	987
2015 Q1	–	Sell	-18,945	Closed	-$262K	–	2180
2014 Q4	$262K	Sell	18,945 -1,632	-8%	-$24K	0.01%	774
2014 Q3	$313K	Sell	20,577 -2,738	-12%	-$45.3K	0.01%	725
2014 Q2	$439K	Sell	23,315 -1,166	-5%	-$22K	0.01%	633
2014 Q1	$482K	Sell	24,481 -543	-2%	-$12.6K	0.02%	613
2013 Q4	$729K	Sell	25,024 -655	-3%	-$17.7K	0.03%	488
2013 Q3	$590K	Buy	25,679 +25,436	+10,467%	+$530K	0.03%	462
2013 Q2	$4K	Buy	+243	New	+$4.13K	﹤0.01%	1565

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

RCAMU

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

D.A. Davidson & Co's AVTA Position: Q4 2018 in Review

D.A. Davidson & Co sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 6,219 shares — an estimated $250K sold.

D.A. Davidson & Co first reported a position in AVTA in Q2 2013 and held it in 8 quarters. The position peaked at $729K in Q4 2013. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

D.A. Davidson & Co reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
D.A. Davidson & Co sold 6,219 Avantax, Inc. Common Stock shares in Q4 2018, an estimated $250K.
D.A. Davidson & Co first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 8 quarters.
D.A. Davidson & Co's Avantax, Inc. Common Stock position peaked at $729K in Q4 2013.
192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on D.A. Davidson & Co's 13F filing for Q4 2018, filed 29 Jan 2019.