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

First Manhattan’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 Q3	–	Sell	-40	Closed	-$1K	–	1424
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	1347
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	1366
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	1343
2018 Q3	$1K	Hold	40	–	–	﹤0.01%	1379
2018 Q2	$1K	Hold	40	–	–	﹤0.01%	1335
2018 Q1	$0	Hold	40	–	–	﹤0.01%	1482
2017 Q4	$0	Hold	40	–	–	﹤0.01%	1537
2017 Q3	$1K	Hold	40	–	–	﹤0.01%	1408
2017 Q2	$0	Hold	40	–	–	﹤0.01%	1490
2017 Q1	$0	Hold	40	–	–	﹤0.01%	1470
2016 Q4	$0	Hold	40	–	–	﹤0.01%	1465
2016 Q3	$0	Hold	40	–	–	﹤0.01%	1479
2016 Q2	$0	Hold	40	–	–	﹤0.01%	1532
2016 Q1	$0	Hold	40	–	–	﹤0.01%	1465
2015 Q4	$0	Hold	40	–	–	﹤0.01%	1493
2015 Q3	$0	Hold	40	–	–	﹤0.01%	1497
2015 Q2	$0	Hold	40	–	–	﹤0.01%	1508
2015 Q1	$0	Hold	40	–	–	﹤0.01%	1529
2014 Q4	$0	Hold	40	–	–	﹤0.01%	1534
2014 Q3	$0	Hold	40	–	–	﹤0.01%	1485
2014 Q2	$0	Hold	40	–	–	﹤0.01%	1467
2014 Q1	$0	Hold	40	–	–	﹤0.01%	1470
2013 Q4	$1K	Hold	40	–	–	﹤0.01%	1342
2013 Q3	$0	Hold	40	–	–	﹤0.01%	1410
2013 Q2	$0	Buy	+40	New	+$679	﹤0.01%	1385

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

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 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

First Manhattan's AVTA Position: Q3 2019 in Review

First Manhattan sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2019, closing a stake of 40 shares — an estimated $1K sold.

First Manhattan first reported a position in AVTA in Q2 2013 and held it in 25 quarters. The position peaked at $1K in Q2 2019. 181 funds tracked by Wall St. Rank hold AVTA as of Q3 2019.

First Manhattan reported no remaining Avantax, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
First Manhattan sold 40 Avantax, Inc. Common Stock shares in Q3 2019, an estimated $1K.
First Manhattan first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 25 quarters.
First Manhattan's Avantax, Inc. Common Stock position peaked at $1K in Q2 2019.
181 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2019.

Based on First Manhattan's 13F filing for Q3 2019, filed 13 Nov 2019.