KJWM
AVTA

Kiley Juergens Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-30
Closed -$1K – 700
2018
Q3 		$1K Hold
30
– – ﹤0.01% 620
2018
Q2 		$1K Buy
+30
New +$968 ﹤0.01% 560

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

Kiley Juergens Wealth Management's AVTA Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 30 shares — an estimated $1K sold.

Kiley Juergens Wealth Management first reported a position in AVTA in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 30 Avantax, Inc. Common Stock shares in Q4 2018, an estimated $1K.
  • Kiley Juergens Wealth Management first reported a position in Avantax, Inc. Common Stock in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Avantax, Inc. Common Stock position peaked at $1K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.