First Horizon Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

First Horizon Advisors’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
2015 Q2	–	Sell	-90	Closed	-$1K	–	1516
2015 Q1	$1K	Hold	90	–	–	﹤0.01%	1458
2014 Q4	$1K	Hold	90	–	–	﹤0.01%	1434
2014 Q3	$1K	Hold	90	–	–	﹤0.01%	1439
2014 Q2	$1K	Buy	+90	New	+$1.7K	﹤0.01%	1431

Other funds holding AVTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

First Horizon Advisors's AVTA Position: Q2 2015 in Review

First Horizon Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2015, closing a stake of 90 shares — an estimated $1K sold.

First Horizon Advisors first reported a position in AVTA in Q2 2014 and held it in 4 quarters. The position peaked at $1K in Q1 2015. 157 funds tracked by Wall St. Rank hold AVTA as of Q2 2015.

First Horizon Advisors reported no remaining Avantax, Inc. Common Stock position as of Q2 2015 after selling out during the quarter.
First Horizon Advisors sold 90 Avantax, Inc. Common Stock shares in Q2 2015, an estimated $1K.
First Horizon Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2014 and held it in 4 quarters.
First Horizon Advisors's Avantax, Inc. Common Stock position peaked at $1K in Q1 2015.
157 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2015.

Based on First Horizon Advisors's 13F filing for Q2 2015, filed 31 Jul 2015.