KIG
AVTA

Kessler Investment Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Kessler Investment 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
2018
Q4 		– Sell
-6,463
Closed -$260K – 145
2018
Q3 		$260K Buy
6,463
+1,505
+30% +$54.8K 0.27% 50
2018
Q2 		$183K Buy
4,958
+518
+12% +$16.7K 0.22% 57
2018
Q1 		$109K Buy
+4,440
New +$106K 0.14% 67

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Kessler Investment Group's AVTA Position: Q4 2018 in Review

Kessler Investment Group sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 6,463 shares — an estimated $260K sold.

Kessler Investment Group first reported a position in AVTA in Q1 2018 and held it in 3 quarters. The position peaked at $260K in Q3 2018. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

  • Kessler Investment Group reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Kessler Investment Group sold 6,463 Avantax, Inc. Common Stock shares in Q4 2018, an estimated $260K.
  • Kessler Investment Group first reported a position in Avantax, Inc. Common Stock in Q1 2018 and held it in 3 quarters.
  • Kessler Investment Group's Avantax, Inc. Common Stock position peaked at $260K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on Kessler Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.