LS Investment Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

LS Investment Advisors’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
2020 Q3	–	Sell	-1,399	Closed	-$16K	–	1535
2020 Q2	$16K	Hold	1,399	–	–	﹤0.01%	1449
2020 Q1	$17K	Hold	1,399	–	–	﹤0.01%	1422
2019 Q4	$37K	Sell	1,399 -4,338	-76%	-$97.1K	﹤0.01%	1396
2019 Q3	$124K	Hold	5,737	–	–	0.01%	987
2019 Q2	$174K	Buy	5,737 +119	+2%	+$3.92K	0.01%	846
2019 Q1	$188K	Buy	5,618 +240	+4%	+$6.99K	0.01%	822
2018 Q4	$143K	Buy	5,378 +4,026	+298%	+$123K	0.01%	889
2018 Q3	$54K	Hold	1,352	–	–	﹤0.01%	1306
2018 Q2	$50K	Hold	1,352	–	–	﹤0.01%	1322
2018 Q1	$33K	Hold	1,352	–	–	﹤0.01%	1424
2017 Q4	$30K	Sell	1,352 -219	-14%	-$4.88K	﹤0.01%	1456
2017 Q3	$40K	Buy	1,571 +171	+12%	+$3.87K	﹤0.01%	1429
2017 Q2	$30K	Hold	1,400	–	–	﹤0.01%	1487
2017 Q1	$24K	Hold	1,400	–	–	﹤0.01%	1534
2016 Q4	$21K	Hold	1,400	–	–	﹤0.01%	1542
2016 Q3	$16K	Hold	1,400	–	–	﹤0.01%	1584
2016 Q2	$15K	Hold	1,400	–	–	﹤0.01%	1578
2016 Q1	$7K	Hold	1,400	–	–	﹤0.01%	1685
2015 Q4	$14K	Hold	1,400	–	–	﹤0.01%	1588
2015 Q3	$19K	Hold	1,400	–	–	﹤0.01%	1496
2015 Q2	$23K	Buy	+1,400	New	+$21.6K	﹤0.01%	1483

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 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

LS Investment Advisors's AVTA Position: Q3 2020 in Review

LS Investment Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 1,399 shares — an estimated $16K sold.

LS Investment Advisors first reported a position in AVTA in Q2 2015 and held it in 21 quarters. The position peaked at $188K in Q1 2019. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

LS Investment Advisors reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
LS Investment Advisors sold 1,399 Avantax, Inc. Common Stock shares in Q3 2020, an estimated $16K.
LS Investment Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2015 and held it in 21 quarters.
LS Investment Advisors's Avantax, Inc. Common Stock position peaked at $188K in Q1 2019.
151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.