KPW
AVTA

Kore Private Wealth’s Avantax, Inc. Common Stock AVTA Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-400
Closed -$4K – 1140
2020
Q2 		$4K Hold
400
– – ﹤0.01% 971
2020
Q1 		$5K Buy
+400
New +$7.71K ﹤0.01% 821

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Kore Private Wealth's AVTA Position: Q3 2020 in Review

Kore Private Wealth sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 400 shares — an estimated $4K sold.

Kore Private Wealth first reported a position in AVTA in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2020. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

  • Kore Private Wealth reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 400 Avantax, Inc. Common Stock shares in Q3 2020, an estimated $4K.
  • Kore Private Wealth first reported a position in Avantax, Inc. Common Stock in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's Avantax, Inc. Common Stock position peaked at $5K in Q1 2020.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.