Hays Advisory’s Avantax, Inc. Common Stock AVTA Stock Holding History

Hays Advisory’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	–	Sell	-21	Closed	-$1K	–	140
2018 Q1	$1K	Buy	+21	New	+$499	﹤0.01%	139
2015 Q2	–	Sell	-96,288	Closed	-$1.31M	–	78
2015 Q1	$1.31M	Sell	96,288 -368,970	-79%	-$5.15M	0.17%	56
2014 Q4	$6.44M	Sell	465,258 -79,928	-15%	-$1.18M	0.86%	45
2014 Q3	$8.31M	Sell	545,186 -24,471	-4%	-$405K	1.1%	43
2014 Q2	$10.7M	Sell	569,657 -34,860	-6%	-$656K	1.35%	34
2014 Q1	$11.9M	Sell	604,517 -8,528	-1%	-$197K	1.45%	34
2013 Q4	$17.9M	Sell	613,045 -10,082	-2%	-$272K	2.17%	18
2013 Q3	$14.3M	Buy	+623,127	New	+$13M	1.84%	29

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Hays Advisory's AVTA Position: Q2 2018 in Review

Hays Advisory sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2018, closing a stake of 21 shares — an estimated $1K sold.

Hays Advisory first reported a position in AVTA in Q3 2013 and held it in 8 quarters. The position peaked at $17.9M in Q4 2013. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2018.

Hays Advisory reported no remaining Avantax, Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
Hays Advisory sold 21 Avantax, Inc. Common Stock shares in Q2 2018, an estimated $1K.
Hays Advisory first reported a position in Avantax, Inc. Common Stock in Q3 2013 and held it in 8 quarters.
Hays Advisory's Avantax, Inc. Common Stock position peaked at $17.9M in Q4 2013.
203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2018.

Based on Hays Advisory's 13F filing for Q2 2018, filed 23 Jul 2018.