MinichMacGregor Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

MinichMacGregor Wealth 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
2018 Q4	–	Sell	-817	Closed	-$31K	–	552
2018 Q3	$31K	Buy	+817	New	+$29.8K	0.02%	167
2017 Q4	–	Sell	-955	Closed	-$24K	–	542
2017 Q3	$24K	Buy	955 +24	+3%	+$543	0.02%	179
2017 Q2	$19K	Hold	931	–	–	0.02%	201
2017 Q1	$16K	Hold	931	–	–	0.01%	214
2016 Q4	$13K	Buy	+931	New	+$12.6K	0.01%	230

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

MinichMacGregor Wealth Management's AVTA Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 817 shares — an estimated $31K sold.

MinichMacGregor Wealth Management first reported a position in AVTA in Q4 2016 and held it in 5 quarters. The position peaked at $31K in Q3 2018. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 817 Avantax, Inc. Common Stock shares in Q4 2018, an estimated $31K.
MinichMacGregor Wealth Management first reported a position in Avantax, Inc. Common Stock in Q4 2016 and held it in 5 quarters.
MinichMacGregor Wealth Management's Avantax, Inc. Common Stock position peaked at $31K in Q3 2018.
192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.