Marshall Wace North America’s Avantax, Inc. Common Stock AVTA Stock Holding History

Marshall Wace North America’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 Q1	–	Sell	-25,287	Closed	-$661K	–	1686
2019 Q4	$661K	Sell	25,287 -287,746	-92%	-$6.44M	﹤0.01%	787
2019 Q3	$6.77M	Buy	313,033 +231,303	+283%	+$5.83M	0.04%	311
2019 Q2	$2.48M	Buy	81,730 +28,926	+55%	+$952K	0.02%	514
2019 Q1	$1.76M	Buy	+52,804	New	+$1.54M	0.01%	543
2018 Q4	–	Sell	-26,987	Closed	-$1.09M	–	1687
2018 Q3	$1.09M	Sell	26,987 -90,883	-77%	-$3.31M	0.01%	597
2018 Q2	$4.36M	Buy	+117,870	New	+$3.8M	0.02%	548
2013 Q3	–	Sell	-55,023	Closed	-$1.02M	–	728
2013 Q2	$1.02M	Buy	+55,023	New	+$935K	0.08%	226

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Marshall Wace North America's AVTA Position: Q1 2020 in Review

Marshall Wace North America sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2020, closing a stake of 25,287 shares — an estimated $661K sold.

Marshall Wace North America first reported a position in AVTA in Q2 2013 and held it in 7 quarters. The position peaked at $6.77M in Q3 2019. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2020.

Marshall Wace North America reported no remaining Avantax, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Marshall Wace North America sold 25,287 Avantax, Inc. Common Stock shares in Q1 2020, an estimated $661K.
Marshall Wace North America first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 7 quarters.
Marshall Wace North America's Avantax, Inc. Common Stock position peaked at $6.77M in Q3 2019.
154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2020.

Based on Marshall Wace North America's 13F filing for Q1 2020, filed 15 May 2020.