First Hawaiian Bank’s Avantax, Inc. Common Stock AVTA Stock Holding History

First Hawaiian Bank’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	-10,500	Closed	-$227K	–	876
2019 Q3	$227K	Hold	10,500	–	–	0.01%	715
2019 Q2	$319K	Buy	10,500 +2,290	+28%	+$75.4K	0.02%	622
2019 Q1	$274K	Sell	8,210 -1,048	-11%	-$30.5K	0.01%	643
2018 Q4	$247K	Hold	9,258	–	–	0.01%	644
2018 Q3	$373K	Buy	+9,258	New	+$337K	0.02%	561

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Hawaiian Bank's AVTA Position: Q4 2019 in Review

First Hawaiian Bank sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2019, closing a stake of 10,500 shares — an estimated $227K sold.

First Hawaiian Bank first reported a position in AVTA in Q3 2018 and held it in 5 quarters. The position peaked at $373K in Q3 2018. 168 funds tracked by Wall St. Rank hold AVTA as of Q4 2019.

First Hawaiian Bank reported no remaining Avantax, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
First Hawaiian Bank sold 10,500 Avantax, Inc. Common Stock shares in Q4 2019, an estimated $227K.
First Hawaiian Bank first reported a position in Avantax, Inc. Common Stock in Q3 2018 and held it in 5 quarters.
First Hawaiian Bank's Avantax, Inc. Common Stock position peaked at $373K in Q3 2018.
168 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2019.

Based on First Hawaiian Bank's 13F filing for Q4 2019, filed 13 Jan 2020.