First Personal Financial Services’s Avantax, Inc. Common Stock AVTA Stock Holding History

First Personal Financial Services’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 Q2	–	Sell	-2,429	Closed	-$60K	–	963
2018 Q1	$60K	Buy	2,429 +882	+57%	+$21K	0.01%	406
2017 Q4	$34K	Buy	1,547 +365	+31%	+$8.14K	0.01%	546
2017 Q3	$30K	Hold	1,182	–	–	0.01%	516
2017 Q2	$25K	Sell	1,182 -917	-44%	-$18.1K	0.01%	544
2017 Q1	$36K	Hold	2,099	–	–	0.01%	463
2016 Q4	$31K	Buy	+2,099	New	+$28.3K	0.01%	468

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

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Norges Bank Oslo, Norway $935B AUM

First Personal Financial Services's AVTA Position: Q2 2018 in Review

First Personal Financial Services sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2018, closing a stake of 2,429 shares — an estimated $60K sold.

First Personal Financial Services first reported a position in AVTA in Q4 2016 and held it in 6 quarters. The position peaked at $60K in Q1 2018. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2018.

First Personal Financial Services reported no remaining Avantax, Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 2,429 Avantax, Inc. Common Stock shares in Q2 2018, an estimated $60K.
First Personal Financial Services first reported a position in Avantax, Inc. Common Stock in Q4 2016 and held it in 6 quarters.
First Personal Financial Services's Avantax, Inc. Common Stock position peaked at $60K in Q1 2018.
203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.