LOAMU
AVTA

Lombard Odier Asset Management (USA)’s Avantax, Inc. Common Stock AVTA Stock Holding History

Lombard Odier Asset Management (USA)’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
Q1 		– Sell
-45,000
Closed -$1.2M – 308
2018
Q4 		$1.2M Buy
45,000
+38,463
+588% +$1.18M 0.09% 164
2018
Q3 		$263K Buy
+6,537
New +$238K 0.02% 216

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lombard Odier Asset Management (USA)'s AVTA Position: Q1 2019 in Review

Lombard Odier Asset Management (USA) sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2019, closing a stake of 45,000 shares — an estimated $1.2M sold.

Lombard Odier Asset Management (USA) first reported a position in AVTA in Q3 2018 and held it in 2 quarters. The position peaked at $1.2M in Q4 2018. 193 funds tracked by Wall St. Rank hold AVTA as of Q1 2019.

  • Lombard Odier Asset Management (USA) reported no remaining Avantax, Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 45,000 Avantax, Inc. Common Stock shares in Q1 2019, an estimated $1.2M.
  • Lombard Odier Asset Management (USA) first reported a position in Avantax, Inc. Common Stock in Q3 2018 and held it in 2 quarters.
  • Lombard Odier Asset Management (USA)'s Avantax, Inc. Common Stock position peaked at $1.2M in Q4 2018.
  • 193 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2019.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2019, filed 15 May 2019.