IA
AVTA

IFP Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

IFP Advisors’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
-10
Closed – – 4105
2018
Q1 		$0 Hold
10
– – ﹤0.01% 3855
2017
Q4 		$0 Sell
10
-2,455
-100% -$54.7K ﹤0.01% 4162
2017
Q3 		$62K Hold
2,465
– – ﹤0.01% 1865
2017
Q2 		$52K Hold
2,465
– – ﹤0.01% 1946
2017
Q1 		$43K Buy
2,465
+250
+11% +$3.92K ﹤0.01% 2022
2016
Q4 		$33K Buy
2,215
+2,150
+3,308% +$29K ﹤0.01% 2132
2016
Q3 		$1K Hold
65
– – ﹤0.01% 3799
2016
Q2 		$1K Buy
+65
New +$511 ﹤0.01% 3716
2016
Q1 		– Sell
-45
Closed – – 3583
2015
Q4 		$0 Buy
+45
New +$497 ﹤0.01% 3815

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

IFP Advisors's AVTA Position: Q2 2018 in Review

IFP Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2018, closing a stake of 10 shares.

IFP Advisors first reported a position in AVTA in Q4 2015 and held it in 9 quarters. The position peaked at $62K in Q3 2017. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2018.

  • IFP Advisors reported no remaining Avantax, Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
  • IFP Advisors sold 10 Avantax, Inc. Common Stock shares in Q2 2018.
  • IFP Advisors first reported a position in Avantax, Inc. Common Stock in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's Avantax, Inc. Common Stock position peaked at $62K in Q3 2017.
  • 203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.