FHA
AVTA

Flagship Harbor Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Flagship Harbor 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
2020
Q3 		– Sell
-296
Closed -$3K – 2207
2020
Q2 		$3K Buy
+296
New +$3.72K ﹤0.01% 1770

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Flagship Harbor Advisors's AVTA Position: Q3 2020 in Review

Flagship Harbor Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 296 shares — an estimated $3K sold.

Flagship Harbor Advisors first reported a position in AVTA in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

  • Flagship Harbor Advisors reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 296 Avantax, Inc. Common Stock shares in Q3 2020, an estimated $3K.
  • Flagship Harbor Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2020 and held it in 1 quarter.
  • Flagship Harbor Advisors's Avantax, Inc. Common Stock position peaked at $3K in Q2 2020.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on Flagship Harbor Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.