FNYS
AVTA

First New York Securities’s Avantax, Inc. Common Stock AVTA Stock Holding History

First New York Securities’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
2016
Q4 		– Sell
-1,800
Closed -$20.2K – 226
2016
Q3 		$20.2K Buy
+1,800
New +$20K 0.02% 169

Other funds holding AVTA

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Vanguard Group
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BFA
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
PWAM
Park West Asset Management San Francisco, California $1.13B AUM 47.25% 1-Year Est. Return