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	$5	Hold	147	–	–	﹤0.01%	579
2018 Q2	$5	Buy	+147	New	+$4.74K	﹤0.01%	626

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

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

Norges Bank Oslo, Norway $935B AUM

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.