Fund Insights
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
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
Other funds holding AVTA
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BFA
BlackRock Fund Advisors
San Francisco, California
$542B AUM
18.13%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
PCM
Pennant Capital Management
Summit, New Jersey
$212M AUM
19.37%
1-Year Est. Return
BIT
BlackRock Institutional Trust
San Francisco, California
$675B AUM
16.07%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Sign up
Sign in
Fund Insights
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
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close