DekaBank Deutsche Girozentrale
AVTA

DekaBank Deutsche Girozentrale’s Avantax, Inc. Common Stock AVTA Stock Holding History

DekaBank Deutsche Girozentrale’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
Q2 		– Sell
-3,500
Closed -$84K – 1250
2018
Q1 		$84K Hold
3,500
– – ﹤0.01% 1063
2017
Q4 		$82K Hold
3,500
– – ﹤0.01% 998
2017
Q3 		$82K Buy
3,500
+1,633
+87% +$37K ﹤0.01% 1005
2017
Q2 		$40K Hold
1,867
– – ﹤0.01% 1015
2017
Q1 		$33K Buy
+1,867
New +$29.2K ﹤0.01% 946

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

DekaBank Deutsche Girozentrale's AVTA Position: Q2 2018 in Review

DekaBank Deutsche Girozentrale sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2018, closing a stake of 3,500 shares — an estimated $84K sold.

DekaBank Deutsche Girozentrale first reported a position in AVTA in Q1 2017 and held it in 5 quarters. The position peaked at $84K in Q1 2018. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2018.

  • DekaBank Deutsche Girozentrale reported no remaining Avantax, Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
  • DekaBank Deutsche Girozentrale sold 3,500 Avantax, Inc. Common Stock shares in Q2 2018, an estimated $84K.
  • DekaBank Deutsche Girozentrale first reported a position in Avantax, Inc. Common Stock in Q1 2017 and held it in 5 quarters.
  • DekaBank Deutsche Girozentrale's Avantax, Inc. Common Stock position peaked at $84K in Q1 2018.
  • 203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2018.

Based on DekaBank Deutsche Girozentrale's 13F filing for Q2 2018, filed 14 Aug 2018.