GWS
AVTA

Glassman Wealth Services’s Avantax, Inc. Common Stock AVTA Stock Holding History

Glassman Wealth Services’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
-10
Closed – – 1544
2020
Q2 		$0 Buy
+10
New +$126 ﹤0.01% 1612

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 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 $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Glassman Wealth Services's AVTA Position: Q3 2020 in Review

Glassman Wealth Services sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 10 shares.

Glassman Wealth Services first reported a position in AVTA in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

  • Glassman Wealth Services reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 10 Avantax, Inc. Common Stock shares in Q3 2020.
  • Glassman Wealth Services first reported a position in Avantax, Inc. Common Stock in Q2 2020 and held it in 1 quarter.
  • Glassman Wealth Services's Avantax, Inc. Common Stock position peaked at $0 in Q2 2020.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on Glassman Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.