Global X Management Company’s Avantax, Inc. Common Stock AVTA Stock Holding History

Global X Management Company’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 Q2	$4.22M	Buy	114,054 +62,413	+121%	+$2.01M	0.08%	238
2018 Q1	$1.27M	Buy	51,641 +23,956	+87%	+$570K	0.03%	361
2017 Q4	$612K	Buy	27,685 +16,825	+155%	+$375K	0.01%	501
2017 Q3	$275K	Buy	10,860 +9,845	+970%	+$223K	0.01%	718
2017 Q2	$22K	Buy	+1,015	New	+$20.1K	﹤0.01%	1137

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Global X Management Company's AVTA Position: Q2 2018 in Review

Global X Management Company increased its Avantax, Inc. Common Stock (AVTA) stake by 121% in Q2 2018, buying an estimated $2.01M and bringing the position to 114,054 shares worth $4.22M. The position accounts for 0.08% of the portfolio, ranked #238.

Global X Management Company first reported a position in AVTA in Q2 2017 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2018.

Global X Management Company held 114,054 shares of Avantax, Inc. Common Stock worth $4.22M as of Q2 2018.
Global X Management Company bought 62,413 Avantax, Inc. Common Stock shares in Q2 2018, an estimated $2.01M.
Avantax, Inc. Common Stock made up 0.08% of Global X Management Company's portfolio in Q2 2018, its #238 holding.
Global X Management Company first reported a position in Avantax, Inc. Common Stock in Q2 2017 and has held it in 5 quarters since.
203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2018.

Based on Global X Management Company's 13F filing for Q2 2018, filed 16 Aug 2018.