LCM
AVTA

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

Laurion 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
Q4 		– Sell
-20,600
Closed -$446K – 1312
2019
Q3 		$446K Buy
+20,600
New +$519K ﹤0.01% 788
2018
Q2 		– Sell
-15,205
Closed -$374K – 1652
2018
Q1 		$374K Sell
15,205
-23,500
-61% -$559K ﹤0.01% 1078
2017
Q4 		$855K Sell
38,705
-700
-2% -$15.6K ﹤0.01% 1010
2017
Q3 		$997K Buy
+39,405
New +$892K ﹤0.01% 973

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Laurion Capital Management's AVTA Position: Q4 2019 in Review

Laurion Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2019, closing a stake of 20,600 shares — an estimated $446K sold.

Laurion Capital Management first reported a position in AVTA in Q3 2017 and held it in 4 quarters. The position peaked at $997K in Q3 2017. 168 funds tracked by Wall St. Rank hold AVTA as of Q4 2019.

  • Laurion Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Laurion Capital Management sold 20,600 Avantax, Inc. Common Stock shares in Q4 2019, an estimated $446K.
  • Laurion Capital Management first reported a position in Avantax, Inc. Common Stock in Q3 2017 and held it in 4 quarters.
  • Laurion Capital Management's Avantax, Inc. Common Stock position peaked at $997K in Q3 2017.
  • 168 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2019.

Based on Laurion Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.