NEXT Financial Holdings’s Avantax, Inc. Common Stock AVTA Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$3K	Buy	+88	New	+$2.56K	﹤0.01%	1412

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

NEXT Financial Holdings's AVTA Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Avantax, Inc. Common Stock (AVTA) in Q1 2019: 88 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1412 among its holdings.

193 funds tracked by Wall St. Rank hold AVTA as of Q1 2019.

NEXT Financial Holdings held 88 shares of Avantax, Inc. Common Stock worth $3K as of Q1 2019.
Avantax, Inc. Common Stock was a new NEXT Financial Holdings position in Q1 2019.
Avantax, Inc. Common Stock made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1412 holding.
193 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.