IWMPD
AVTA

Integrated Wealth Management (Palm Desert)’s Avantax, Inc. Common Stock AVTA Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-6
Closed – – 1077
2016
Q3 		$0 Buy
+6
New +$67 ﹤0.01% 1335

Other funds holding AVTA

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AVTA Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2016, closing a stake of 6 shares.

Integrated Wealth Management (Palm Desert) first reported a position in AVTA in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 144 funds tracked by Wall St. Rank hold AVTA as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Avantax, Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 6 Avantax, Inc. Common Stock shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Avantax, Inc. Common Stock in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Avantax, Inc. Common Stock position peaked at $0 in Q3 2016.
  • 144 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.