LaSalle Street Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

LaSalle Street Capital 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
2019 Q3	$266K	Hold	12,313	–	–	0.31%	79
2019 Q2	$374K	Sell	12,313 -68	-0.5%	-$2.24K	0.44%	57
2019 Q1	$413K	Sell	12,381 -879	-7%	-$25.6K	0.49%	58
2018 Q4	$353K	Buy	+13,260	New	+$406K	0.51%	63
2018 Q2	–	Sell	-23,121	Closed	-$569K	–	106
2018 Q1	$569K	Sell	23,121 -1,054	-4%	-$25.1K	0.45%	72
2017 Q4	$534K	Buy	+24,175	New	+$539K	0.37%	76
2017 Q1	–	Sell	-16,503	Closed	-$243K	–	98
2016 Q4	$243K	Hold	16,503	–	–	0.22%	78
2016 Q3	$185K	Hold	16,503	–	–	0.17%	89
2016 Q2	$171K	Buy	+16,503	New	+$130K	0.16%	86

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

LaSalle Street Capital Management's AVTA Position: Q3 2019 in Review

LaSalle Street Capital Management held its Avantax, Inc. Common Stock (AVTA) position steady in Q3 2019 at 12,313 shares worth $266K. The position accounts for 0.31% of the portfolio, ranked #79.

LaSalle Street Capital Management first reported a position in AVTA in Q2 2016 and has held it in 9 quarters since. The position peaked at $569K in Q1 2018. 181 funds tracked by Wall St. Rank hold AVTA as of Q3 2019.

LaSalle Street Capital Management held 12,313 shares of Avantax, Inc. Common Stock worth $266K as of Q3 2019.
LaSalle Street Capital Management left its Avantax, Inc. Common Stock share count unchanged in Q3 2019.
Avantax, Inc. Common Stock made up 0.31% of LaSalle Street Capital Management's portfolio in Q3 2019, its #79 holding.
LaSalle Street Capital Management first reported a position in Avantax, Inc. Common Stock in Q2 2016 and has held it in 9 quarters since.
LaSalle Street Capital Management's Avantax, Inc. Common Stock position peaked at $569K in Q1 2018.
181 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2019.

Based on LaSalle Street Capital Management's 13F filing for Q3 2019, filed 28 Oct 2019.