IRC
AVTA

Investors Research Corp’s Avantax, Inc. Common Stock AVTA Stock Holding History

Investors Research Corp’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
-11,200
Closed -$276K – 352
2018
Q1 		$276K Hold
11,200
– – 0.17% 226
2017
Q4 		$248K Buy
+11,200
New +$250K 0.15% 236

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

Investors Research Corp's AVTA Position: Q2 2018 in Review

Investors Research Corp sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2018, closing a stake of 11,200 shares — an estimated $276K sold.

Investors Research Corp first reported a position in AVTA in Q4 2017 and held it in 2 quarters. The position peaked at $276K in Q1 2018. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2018.

  • Investors Research Corp reported no remaining Avantax, Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
  • Investors Research Corp sold 11,200 Avantax, Inc. Common Stock shares in Q2 2018, an estimated $276K.
  • Investors Research Corp first reported a position in Avantax, Inc. Common Stock in Q4 2017 and held it in 2 quarters.
  • Investors Research Corp's Avantax, Inc. Common Stock position peaked at $276K in Q1 2018.
  • 203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2018.

Based on Investors Research Corp's 13F filing for Q2 2018, filed 10 Aug 2018.