Insight Capital Research & Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Insight Capital Research & 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
2017 Q3	$3M	Buy	+118,748	New	+$2.69M	1.7%	13

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Insight Capital Research & Management's AVTA Position: Q3 2017 in Review

Insight Capital Research & Management opened a new position in Avantax, Inc. Common Stock (AVTA) in Q3 2017: 118,748 shares worth $3M. The stake represents 1.7% of the portfolio and ranks #13 among its holdings.

204 funds tracked by Wall St. Rank hold AVTA as of Q3 2017.

Insight Capital Research & Management held 118,748 shares of Avantax, Inc. Common Stock worth $3M as of Q3 2017.
Avantax, Inc. Common Stock was a new Insight Capital Research & Management position in Q3 2017.
Avantax, Inc. Common Stock made up 1.7% of Insight Capital Research & Management's portfolio in Q3 2017, its #13 holding.
204 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.