McIlrath & Eck’s Avantax, Inc. Common Stock AVTA Stock Holding History

McIlrath & Eck’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 Q4	–	Sell	-113	Closed	-$1K	–	718
2020 Q3	$1K	Sell	113 -322	-74%	-$3.56K	﹤0.01%	657
2020 Q2	$5K	Hold	435	–	–	﹤0.01%	492
2020 Q1	$5K	Hold	435	–	–	﹤0.01%	456
2019 Q4	$11K	Sell	435 -18	-4%	-$403	0.01%	365
2019 Q3	$10K	Buy	453 +18	+4%	+$454	0.01%	359
2019 Q2	$15K	Hold	435	–	–	0.01%	254
2019 Q1	$15K	Buy	435 +322	+285%	+$9.38K	0.01%	254
2018 Q4	$3K	Hold	113	–	–	﹤0.01%	461
2018 Q3	$5K	Hold	113	–	–	﹤0.01%	401
2018 Q2	$4K	Hold	113	–	–	﹤0.01%	407
2018 Q1	$3K	Hold	113	–	–	﹤0.01%	406
2017 Q4	$2K	Buy	+113	New	+$2.52K	﹤0.01%	460

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

McIlrath & Eck's AVTA Position: Q4 2020 in Review

McIlrath & Eck sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2020, closing a stake of 113 shares — an estimated $1K sold.

McIlrath & Eck first reported a position in AVTA in Q4 2017 and held it in 12 quarters. The position peaked at $15K in Q2 2019. 149 funds tracked by Wall St. Rank hold AVTA as of Q4 2020.

McIlrath & Eck reported no remaining Avantax, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
McIlrath & Eck sold 113 Avantax, Inc. Common Stock shares in Q4 2020, an estimated $1K.
McIlrath & Eck first reported a position in Avantax, Inc. Common Stock in Q4 2017 and held it in 12 quarters.
McIlrath & Eck's Avantax, Inc. Common Stock position peaked at $15K in Q2 2019.
149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2020.

Based on McIlrath & Eck's 13F filing for Q4 2020, filed 5 Feb 2021.