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LSV Asset Management
AVTA

LSV Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

LSV Asset 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
2016
Q3
– Sell
-65,500
Closed -$678K – 1115
2016
Q2
$678K Sell
65,500
-116,000
-64% -$912K ﹤0.01% 831
2016
Q1
$936K Buy
181,500
+169,300
+1,388% +$1.19M ﹤0.01% 759
2015
Q4
$119K Buy
+12,200
New +$135K ﹤0.01% 928

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BFA
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PCM
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BIT
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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Norges Bank Oslo, Norway $935B AUM
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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