FA
AVTA

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

Fortis 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
2018
Q4 		– Sell
-3,251
Closed -$131K – 339
2018
Q3 		$131K Buy
+3,251
New +$118K 0.07% 122
2017
Q4 		– Sell
-7,664
Closed -$194K – 308
2017
Q3 		$194K Buy
+7,664
New +$174K 0.13% 61

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fuller & Thaler Asset Management
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

Fortis Advisors's AVTA Position: Q4 2018 in Review

Fortis Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 3,251 shares — an estimated $131K sold.

Fortis Advisors first reported a position in AVTA in Q3 2017 and held it in 2 quarters. The position peaked at $194K in Q3 2017. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

  • Fortis Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Fortis Advisors sold 3,251 Avantax, Inc. Common Stock shares in Q4 2018, an estimated $131K.
  • Fortis Advisors first reported a position in Avantax, Inc. Common Stock in Q3 2017 and held it in 2 quarters.
  • Fortis Advisors's Avantax, Inc. Common Stock position peaked at $194K in Q3 2017.
  • 192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on Fortis Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.