FIA
AVTA

FNY Investment Advisers’s Avantax, Inc. Common Stock AVTA Stock Holding History

FNY Investment Advisers’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
Q3 		– Sell
-27
Closed – – 1370
2018
Q2 		$0 Buy
+27
New +$871 ﹤0.01% 1053

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 $3.37T AUM 44.26% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

FNY Investment Advisers's AVTA Position: Q3 2018 in Review

FNY Investment Advisers sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2018, closing a stake of 27 shares.

FNY Investment Advisers first reported a position in AVTA in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 208 funds tracked by Wall St. Rank hold AVTA as of Q3 2018.

  • FNY Investment Advisers reported no remaining Avantax, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
  • FNY Investment Advisers sold 27 Avantax, Inc. Common Stock shares in Q3 2018.
  • FNY Investment Advisers first reported a position in Avantax, Inc. Common Stock in Q2 2018 and held it in 1 quarter.
  • FNY Investment Advisers's Avantax, Inc. Common Stock position peaked at $0 in Q2 2018.
  • 208 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2018.

Based on FNY Investment Advisers's 13F filing for Q3 2018, filed 29 Oct 2018.