FRA
AVTA

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

Front Row 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
2019
Q2 		– Sell
-142
Closed -$5K – 1085
2019
Q1 		$5K Hold
142
– – ﹤0.01% 609
2018
Q4 		$4K Sell
142
-5
-3% -$153 ﹤0.01% 623
2018
Q3 		$5K Hold
147
– – ﹤0.01% 579
2018
Q2 		$5K Buy
+147
New +$4.74K ﹤0.01% 626

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 $580B AUM 38.23% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Front Row Advisors's AVTA Position: Q2 2019 in Review

Front Row Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2019, closing a stake of 142 shares — an estimated $5K sold.

Front Row Advisors first reported a position in AVTA in Q2 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2019. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2019.

  • Front Row Advisors reported no remaining Avantax, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Front Row Advisors sold 142 Avantax, Inc. Common Stock shares in Q2 2019, an estimated $5K.
  • Front Row Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2018 and held it in 4 quarters.
  • Front Row Advisors's Avantax, Inc. Common Stock position peaked at $5K in Q1 2019.
  • 203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2019.

Based on Front Row Advisors's 13F filing for Q2 2019, filed 27 Aug 2019.