LWM
AVTA

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

Lenox 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
2019
Q3 		– Sell
-612
Closed -$18K – 740
2019
Q2 		$18K Buy
612
+47
+8% +$1.55K 0.01% 361
2019
Q1 		$19K Buy
565
+297
+111% +$8.65K 0.01% 362
2018
Q4 		$70K Buy
+268
New +$8.21K 0.02% 189

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
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 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

Lenox Wealth Management's AVTA Position: Q3 2019 in Review

Lenox Wealth Management sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2019, closing a stake of 612 shares — an estimated $18K sold.

Lenox Wealth Management first reported a position in AVTA in Q4 2018 and held it in 3 quarters. The position peaked at $70K in Q4 2018. 181 funds tracked by Wall St. Rank hold AVTA as of Q3 2019.

  • Lenox Wealth Management reported no remaining Avantax, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 612 Avantax, Inc. Common Stock shares in Q3 2019, an estimated $18K.
  • Lenox Wealth Management first reported a position in Avantax, Inc. Common Stock in Q4 2018 and held it in 3 quarters.
  • Lenox Wealth Management's Avantax, Inc. Common Stock position peaked at $70K in Q4 2018.
  • 181 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.