EWM
AVTA

Edge Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Edge Wealth 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
2014
Q1 		– Sell
-265
Closed -$8K – 437
2013
Q4 		$8K Hold
265
– – ﹤0.01% 279
2013
Q3 		$6K Hold
265
– – ﹤0.01% 264
2013
Q2 		$5K Buy
+265
New +$4.5K ﹤0.01% 262

Other funds holding AVTA

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edge Wealth Management's AVTA Position: Q1 2014 in Review

Edge Wealth Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2014, closing a stake of 265 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in AVTA in Q2 2013 and held it in 3 quarters. The position peaked at $8K in Q4 2013. 177 funds tracked by Wall St. Rank hold AVTA as of Q1 2014.

  • Edge Wealth Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2014 after selling out during the quarter.
  • Edge Wealth Management sold 265 Avantax, Inc. Common Stock shares in Q1 2014, an estimated $8K.
  • Edge Wealth Management first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 3 quarters.
  • Edge Wealth Management's Avantax, Inc. Common Stock position peaked at $8K in Q4 2013.
  • 177 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2014.

Based on Edge Wealth Management's 13F filing for Q1 2014, filed 8 Apr 2014.