Hancock Whitney’s Avantax, Inc. Common Stock AVTA Stock Holding History

Hancock Whitney’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	-11,731	Closed	-$134K	–	832
2020 Q2	$134K	Sell	11,731 -119,993	-91%	-$1.51M	0.01%	737
2020 Q1	$1.59M	Sell	131,724 -9,971	-7%	-$192K	0.06%	284
2019 Q4	$3.7M	Sell	141,695 -64,348	-31%	-$1.44M	0.12%	209
2019 Q3	$4.46M	Sell	206,043 -13,193	-6%	-$333K	0.15%	189
2019 Q2	$6.66M	Buy	219,236 +6	+0%	+$197	0.21%	139
2019 Q1	$7.32M	Buy	219,230 +4,981	+2%	+$145K	0.23%	128
2018 Q4	$5.71M	Buy	214,249 +27,461	+15%	+$841K	0.19%	160
2018 Q3	$7.52M	Buy	186,788 +168,988	+949%	+$6.15M	0.21%	171
2018 Q2	$659K	Hold	17,800	–	–	0.03%	406
2018 Q1	$438K	Sell	17,800 -16,200	-48%	-$385K	0.02%	442
2017 Q4	$751K	Hold	34,000	–	–	0.03%	389
2017 Q3	$860K	Hold	34,000	–	–	0.04%	375
2017 Q2	$721K	Buy	+34,000	New	+$673K	0.03%	383

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Hancock Whitney's AVTA Position: Q3 2020 in Review

Hancock Whitney sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 11,731 shares — an estimated $134K sold.

Hancock Whitney first reported a position in AVTA in Q2 2017 and held it in 13 quarters. The position peaked at $7.52M in Q3 2018. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

Hancock Whitney reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
Hancock Whitney sold 11,731 Avantax, Inc. Common Stock shares in Q3 2020, an estimated $134K.
Hancock Whitney first reported a position in Avantax, Inc. Common Stock in Q2 2017 and held it in 13 quarters.
Hancock Whitney's Avantax, Inc. Common Stock position peaked at $7.52M in Q3 2018.
151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on Hancock Whitney's 13F filing for Q3 2020, filed 5 Nov 2020.