MVP
AVTA

Miller Value Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Miller Value Partners’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
2017
Q3 		– Sell
-40,000
Closed -$848K – 123
2017
Q2 		$848K Buy
+40,000
New +$792K 0.03% 79

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Miller Value Partners's AVTA Position: Q3 2017 in Review

Miller Value Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2017, closing a stake of 40,000 shares — an estimated $848K sold.

Miller Value Partners first reported a position in AVTA in Q2 2017 and held it in 1 quarter. The position peaked at $848K in Q2 2017. 204 funds tracked by Wall St. Rank hold AVTA as of Q3 2017.

  • Miller Value Partners reported no remaining Avantax, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Miller Value Partners sold 40,000 Avantax, Inc. Common Stock shares in Q3 2017, an estimated $848K.
  • Miller Value Partners first reported a position in Avantax, Inc. Common Stock in Q2 2017 and held it in 1 quarter.
  • Miller Value Partners's Avantax, Inc. Common Stock position peaked at $848K in Q2 2017.
  • 204 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2017.

Based on Miller Value Partners's 13F filing for Q3 2017, filed 14 Nov 2017.