IUHSA
AVTA

Itau Unibanco Holding S.A.’s Avantax, Inc. Common Stock AVTA Stock Holding History

Itau Unibanco Holding S.A.’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
2019
Q4 		– Sell
-7,505
Closed -$227K – 1001
2019
Q3 		$227K Sell
7,505
-11,217
-60% -$283K 0.01% 164
2019
Q2 		$568K Buy
18,722
+5,361
+40% +$176K 0.03% 228
2019
Q1 		$344K Hold
13,361
– – 0.02% 130
2018
Q4 		$344K Buy
13,361
+1,009
+8% +$30.9K 0.02% 130
2018
Q3 		$497K Sell
12,352
-1,155
-9% -$42.1K 0.03% 115
2018
Q2 		$499K Sell
13,507
-1,313
-9% -$42.3K 0.05% 110
2018
Q1 		$365K Buy
14,820
+13,627
+1,142% +$324K ﹤0.01% 261
2017
Q4 		$26K Buy
1,193
+545
+84% +$12.1K ﹤0.01% 481
2017
Q3 		$52K Sell
648
-2,121
-77% -$48K ﹤0.01% 582
2017
Q2 		$59K Buy
2,769
+2,256
+440% +$44.7K 0.01% 273
2017
Q1 		$9K Buy
513
+3
+0.6% +$47 ﹤0.01% 572
2016
Q4 		$8K Buy
+510
New +$6.88K ﹤0.01% 306

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Itau Unibanco Holding S.A.'s AVTA Position: Q4 2019 in Review

Itau Unibanco Holding S.A. sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2019, closing a stake of 7,505 shares — an estimated $227K sold.

Itau Unibanco Holding S.A. first reported a position in AVTA in Q4 2016 and held it in 12 quarters. The position peaked at $568K in Q2 2019. 168 funds tracked by Wall St. Rank hold AVTA as of Q4 2019.

  • Itau Unibanco Holding S.A. reported no remaining Avantax, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 7,505 Avantax, Inc. Common Stock shares in Q4 2019, an estimated $227K.
  • Itau Unibanco Holding S.A. first reported a position in Avantax, Inc. Common Stock in Q4 2016 and held it in 12 quarters.
  • Itau Unibanco Holding S.A.'s Avantax, Inc. Common Stock position peaked at $568K in Q2 2019.
  • 168 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2019.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2019, filed 14 Feb 2020.