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

Los Angeles 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	-41,200	Closed	-$892K	–	1368
2019 Q3	$892K	Sell	41,200 -5,650	-12%	-$142K	﹤0.01%	837
2019 Q2	$1.42M	Buy	46,850 +23,295	+99%	+$767K	0.01%	732
2019 Q1	$786K	Buy	+23,555	New	+$686K	﹤0.01%	939
2018 Q4	–	Sell	-8,520	Closed	-$343K	–	1408
2018 Q3	$343K	Buy	8,520 +1,400	+20%	+$51K	﹤0.01%	1195
2018 Q2	$263K	Sell	7,120 -2,270	-24%	-$73.2K	﹤0.01%	1318
2018 Q1	$231K	Buy	+9,390	New	+$223K	﹤0.01%	1234
2016 Q3	–	Sell	-57,880	Closed	-$600K	–	1297
2016 Q2	$600K	Buy	57,880 +3,760	+7%	+$29.6K	0.01%	855
2016 Q1	$279K	Sell	54,120 -26,530	-33%	-$187K	﹤0.01%	975
2015 Q4	$790K	Buy	+80,650	New	+$890K	0.01%	729
2014 Q2	–	Sell	-12,639	Closed	-$249K	–	1307
2014 Q1	$249K	Sell	12,639 -125	-1%	-$2.89K	﹤0.01%	1123
2013 Q4	$372K	Buy	+12,764	New	+$345K	﹤0.01%	1015

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 $481B AUM 30.42% 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 $29.7B AUM 43.33% 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

RCAMU

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

Los Angeles Capital Management's AVTA Position: Q4 2019 in Review

Los Angeles Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2019, closing a stake of 41,200 shares — an estimated $892K sold.

Los Angeles Capital Management first reported a position in AVTA in Q4 2013 and held it in 11 quarters. The position peaked at $1.42M in Q2 2019. 168 funds tracked by Wall St. Rank hold AVTA as of Q4 2019.

Los Angeles Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
Los Angeles Capital Management sold 41,200 Avantax, Inc. Common Stock shares in Q4 2019, an estimated $892K.
Los Angeles Capital Management first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 11 quarters.
Los Angeles Capital Management's Avantax, Inc. Common Stock position peaked at $1.42M in Q2 2019.
168 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2019.

Based on Los Angeles Capital Management's 13F filing for Q4 2019, filed 7 Feb 2020.