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

Marshall Wace’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	-35,084	Closed	-$917K	–	2166
2019 Q4	$917K	Sell	35,084 -143,356	-80%	-$3.21M	0.01%	1007
2019 Q3	$3.86M	Buy	178,440 +85,085	+91%	+$2.15M	0.03%	577
2019 Q2	$2.83M	Buy	93,355 +56,517	+153%	+$1.86M	0.02%	671
2019 Q1	$1.23M	Buy	+36,838	New	+$1.07M	0.01%	873
2018 Q4	–	Sell	-77,164	Closed	-$3.11M	–	1872
2018 Q3	$3.11M	Buy	+77,164	New	+$2.81M	0.03%	571
2016 Q3	–	Sell	-40,609	Closed	-$421K	–	1177
2016 Q2	$421K	Buy	+40,609	New	+$319K	﹤0.01%	857
2014 Q2	–	Sell	-392,913	Closed	-$7.74M	–	1103
2014 Q1	$7.74M	Buy	+392,913	New	+$9.09M	0.14%	182

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's AVTA Position: Q1 2020 in Review

Marshall Wace sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2020, closing a stake of 35,084 shares — an estimated $917K sold.

Marshall Wace first reported a position in AVTA in Q1 2014 and held it in 7 quarters. The position peaked at $7.74M in Q1 2014. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2020.

Marshall Wace reported no remaining Avantax, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Marshall Wace sold 35,084 Avantax, Inc. Common Stock shares in Q1 2020, an estimated $917K.
Marshall Wace first reported a position in Avantax, Inc. Common Stock in Q1 2014 and held it in 7 quarters.
Marshall Wace's Avantax, Inc. Common Stock position peaked at $7.74M in Q1 2014.
154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2020.

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