JCM
AVTA

Jacobi Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Jacobi Capital 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
2020
Q3 		– Sell
-3
Closed – – 1322
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1290
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1222
2019
Q4 		$0 Buy
+3
New +$67 ﹤0.01% 1110

Other funds holding AVTA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

Jacobi Capital Management's AVTA Position: Q3 2020 in Review

Jacobi Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 3 shares.

Jacobi Capital Management first reported a position in AVTA in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

  • Jacobi Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Jacobi Capital Management sold 3 Avantax, Inc. Common Stock shares in Q3 2020.
  • Jacobi Capital Management first reported a position in Avantax, Inc. Common Stock in Q4 2019 and held it in 3 quarters.
  • Jacobi Capital Management's Avantax, Inc. Common Stock position peaked at $0 in Q2 2020.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on Jacobi Capital Management's 13F filing for Q3 2020, filed 30 Oct 2020.