JR
AVTA

Josh Resnick’s Avantax, Inc. Common Stock AVTA Stock Holding History

Josh Resnick’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
2014
Q2 		– Sell
-318,786
Closed -$6.28M – 30
2014
Q1 		$6.28M Hold
318,786
– – 0.44% 23
2013
Q4 		$9.3M Buy
+318,786
New +$8.61M 0.66% 20

Other funds holding AVTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Josh Resnick's AVTA Position: Q2 2014 in Review

Josh Resnick sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2014, closing a stake of 318,786 shares — an estimated $6.28M sold.

Josh Resnick first reported a position in AVTA in Q4 2013 and held it in 2 quarters. The position peaked at $9.3M in Q4 2013. 171 funds tracked by Wall St. Rank hold AVTA as of Q2 2014.

  • Josh Resnick reported no remaining Avantax, Inc. Common Stock position as of Q2 2014 after selling out during the quarter.
  • Josh Resnick sold 318,786 Avantax, Inc. Common Stock shares in Q2 2014, an estimated $6.28M.
  • Josh Resnick first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 2 quarters.
  • Josh Resnick's Avantax, Inc. Common Stock position peaked at $9.3M in Q4 2013.
  • 171 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2014.

Based on Jericho Capital Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.