LPL Financial
AVTA

LPL Financial’s Avantax, Inc. Common Stock AVTA Stock Holding History

LPL Financial’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
2021
Q1 		– Sell
-23,448
Closed -$373K – 4163
2020
Q4 		$373K Sell
23,448
-2,087
-8% -$25.5K ﹤0.01% 3025
2020
Q3 		$241K Sell
25,535
-3,612
-12% -$40K ﹤0.01% 3065
2020
Q2 		$333K Buy
29,147
+3,842
+15% +$48.2K ﹤0.01% 2756
2020
Q1 		$305K Buy
25,305
+2,092
+9% +$40.4K ﹤0.01% 2497
2019
Q4 		$607K Buy
23,213
+5,575
+32% +$125K ﹤0.01% 2209
2019
Q3 		$382K Buy
+17,638
New +$445K ﹤0.01% 2486
2018
Q4 		– Sell
-10,382
Closed -$418K – 3277
2018
Q3 		$418K Buy
+10,382
New +$378K ﹤0.01% 2385
2017
Q4 		– Sell
-14,271
Closed -$361K – 3085
2017
Q3 		$361K Sell
14,271
-5,608
-28% -$127K ﹤0.01% 2213
2017
Q2 		$421K Sell
19,879
-5,415
-21% -$107K ﹤0.01% 2006
2017
Q1 		$443K Sell
25,294
-2,510
-9% -$39.3K ﹤0.01% 1913
2016
Q4 		$410K Sell
27,804
-22,598
-45% -$305K ﹤0.01% 1911
2016
Q3 		$573K Sell
50,402
-3,186
-6% -$35.4K 0.01% 1590
2016
Q2 		$606K Sell
53,588
-24,724
-32% -$194K 0.01% 1511
2016
Q1 		$383K Buy
78,312
+2,020
+3% +$14.2K ﹤0.01% 2346
2015
Q4 		$736K Buy
+76,292
New +$842K ﹤0.01% 1927
2015
Q3 		– Sell
-36,434
Closed -$569K – 2918
2015
Q2 		$569K Buy
+36,434
New +$561K ﹤0.01% 1800
2014
Q4 		– Sell
-11,755
Closed -$178K – 2811
2014
Q3 		$178K Sell
11,755
-4,844
-29% -$80.1K ﹤0.01% 2503
2014
Q2 		$313K Sell
16,599
-25,020
-60% -$471K ﹤0.01% 2172
2014
Q1 		$819K Buy
41,619
+32,794
+372% +$758K 0.01% 1391
2013
Q4 		$257K Buy
+8,825
New +$238K ﹤0.01% 2232

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

LPL Financial's AVTA Position: Q1 2021 in Review

LPL Financial sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2021, closing a stake of 23,448 shares — an estimated $373K sold.

LPL Financial first reported a position in AVTA in Q4 2013 and held it in 20 quarters. The position peaked at $819K in Q1 2014. 143 funds tracked by Wall St. Rank hold AVTA as of Q1 2021.

  • LPL Financial reported no remaining Avantax, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • LPL Financial sold 23,448 Avantax, Inc. Common Stock shares in Q1 2021, an estimated $373K.
  • LPL Financial first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 20 quarters.
  • LPL Financial's Avantax, Inc. Common Stock position peaked at $819K in Q1 2014.
  • 143 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2021.

Based on LPL Financial's 13F filing for Q1 2021, filed 14 May 2021.