Kayne Anderson Rudnick Investment Management
AVTA

Kayne Anderson Rudnick Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Kayne Anderson Rudnick Investment 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
Q1 		– Sell
-117
Closed -$3K – 688
2019
Q4 		$3K Hold
117
– – ﹤0.01% 540
2019
Q3 		$3K Hold
117
– – ﹤0.01% 494
2019
Q2 		$4K Buy
+117
New +$3.85K ﹤0.01% 456

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 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 $3.37T AUM 44.26% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's AVTA Position: Q1 2020 in Review

Kayne Anderson Rudnick Investment Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2020, closing a stake of 117 shares — an estimated $3K sold.

Kayne Anderson Rudnick Investment Management first reported a position in AVTA in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2020.

  • Kayne Anderson Rudnick Investment Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 117 Avantax, Inc. Common Stock shares in Q1 2020, an estimated $3K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Avantax, Inc. Common Stock in Q2 2019 and held it in 3 quarters.
  • Kayne Anderson Rudnick Investment Management's Avantax, Inc. Common Stock position peaked at $4K in Q2 2019.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2020.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2020, filed 15 May 2020.