GAAM
AVTA

Guinness Atkinson Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Guinness Atkinson Asset Management’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
2013
Q4 		– Sell
-70,460
Closed -$1.62M – 80
2013
Q3 		$1.62M Buy
70,460
+2,650
+4% +$55.2K 1.56% 24
2013
Q2 		$1.26M Buy
+67,810
New +$1.15M 1.33% 39

Other funds holding AVTA

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Guinness Atkinson Asset Management's AVTA Position: Q4 2013 in Review

Guinness Atkinson Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2013, closing a stake of 70,460 shares — an estimated $1.62M sold.

Guinness Atkinson Asset Management first reported a position in AVTA in Q2 2013 and held it in 2 quarters. The position peaked at $1.62M in Q3 2013. 166 funds tracked by Wall St. Rank hold AVTA as of Q4 2013.

  • Guinness Atkinson Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2013 after selling out during the quarter.
  • Guinness Atkinson Asset Management sold 70,460 Avantax, Inc. Common Stock shares in Q4 2013, an estimated $1.62M.
  • Guinness Atkinson Asset Management first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 2 quarters.
  • Guinness Atkinson Asset Management's Avantax, Inc. Common Stock position peaked at $1.62M in Q3 2013.
  • 166 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2013.

Based on Guinness Atkinson Asset Management's 13F filing for Q4 2013, filed 29 Jan 2014.