FGAM
AVTA

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

Financial Gravity 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
2018
Q3 		$1K Buy
17
+1
+6% +$36 ﹤0.01% 1293
2018
Q2 		$1K Buy
+16
New +$516 ﹤0.01% 1310

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Gravity Asset Management's AVTA Position: Q3 2018 in Review

Financial Gravity Asset Management increased its Avantax, Inc. Common Stock (AVTA) stake by 6.3% in Q3 2018, buying an estimated $36 and bringing the position to 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Financial Gravity Asset Management first reported a position in AVTA in Q2 2018 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold AVTA as of Q3 2018.

  • Financial Gravity Asset Management held 17 shares of Avantax, Inc. Common Stock worth $1K as of Q3 2018.
  • Financial Gravity Asset Management bought 1 Avantax, Inc. Common Stock share in Q3 2018, an estimated $36.
  • Avantax, Inc. Common Stock made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #1293 holding.
  • Financial Gravity Asset Management first reported a position in Avantax, Inc. Common Stock in Q2 2018 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.