EAM
AVTA

Eagle Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Eagle Asset Management’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
-179,581
Closed -$3.89M – 663
2019
Q3 		$3.89M Sell
179,581
-17,369
-9% -$438K 0.02% 444
2019
Q2 		$5.98M Sell
196,950
-22,925
-10% -$754K 0.03% 384
2019
Q1 		$7.34M Sell
219,875
-3,927
-2% -$114K 0.04% 349
2018
Q4 		$5.96M Buy
223,802
+144
+0.1% +$4.41K 0.04% 357
2018
Q3 		$9M Buy
223,658
+46,605
+26% +$1.7M 0.04% 353
2018
Q2 		$6.55M Sell
177,053
-124,193
-41% -$4.01M 0.04% 391
2018
Q1 		$7.41M Buy
301,246
+23,570
+8% +$560K 0.04% 355
2017
Q4 		$6.14M Buy
277,676
+70,355
+34% +$1.57M 0.03% 399
2017
Q3 		$5.32M Buy
207,321
+7,612
+4% +$172K 0.03% 427
2017
Q2 		$4.23M Buy
+199,709
New +$3.95M 0.03% 447

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
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

Eagle Asset Management's AVTA Position: Q4 2019 in Review

Eagle Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2019, closing a stake of 179,581 shares — an estimated $3.89M sold.

Eagle Asset Management first reported a position in AVTA in Q2 2017 and held it in 10 quarters. The position peaked at $9M in Q3 2018. 168 funds tracked by Wall St. Rank hold AVTA as of Q4 2019.

  • Eagle Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Eagle Asset Management sold 179,581 Avantax, Inc. Common Stock shares in Q4 2019, an estimated $3.89M.
  • Eagle Asset Management first reported a position in Avantax, Inc. Common Stock in Q2 2017 and held it in 10 quarters.
  • Eagle Asset Management's Avantax, Inc. Common Stock position peaked at $9M in Q3 2018.
  • 168 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2019.

Based on Eagle Asset Management's 13F filing for Q4 2019, filed 7 Feb 2020.