KCPG
AVTA

Kavar Capital Partners Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Kavar Capital Partners Group’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
Q1 		– Sell
-50
Closed – – 422
2015
Q4 		$0 Hold
50
– – ﹤0.01% 534
2015
Q3 		$0 Hold
50
– – ﹤0.01% 549
2015
Q2 		$0 Buy
+50
New +$770 ﹤0.01% 541
2014
Q2 		– Sell
-50
Closed – – 466
2014
Q1 		$0 Hold
50
– – ﹤0.01% 576
2013
Q4 		$1K Buy
+50
New +$1.35K ﹤0.01% 462

Other funds holding AVTA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kavar Capital Partners Group's AVTA Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2016, closing a stake of 50 shares.

Kavar Capital Partners Group first reported a position in AVTA in Q4 2013 and held it in 5 quarters. The position peaked at $1K in Q4 2013. 140 funds tracked by Wall St. Rank hold AVTA as of Q1 2016.

  • Kavar Capital Partners Group reported no remaining Avantax, Inc. Common Stock position as of Q1 2016 after selling out during the quarter.
  • Kavar Capital Partners Group sold 50 Avantax, Inc. Common Stock shares in Q1 2016.
  • Kavar Capital Partners Group first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 5 quarters.
  • Kavar Capital Partners Group's Avantax, Inc. Common Stock position peaked at $1K in Q4 2013.
  • 140 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.