HA
AVTA

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM