Nordea Investment Management
AVTA

Nordea Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Nordea Investment 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
2019
Q1 		– Sell
-45,100
Closed -$1.2M – 1415
2018
Q4 		$1.2M Buy
45,100
+400
+0.9% +$12.3K ﹤0.01% 930
2018
Q3 		$1.8M Sell
44,700
-102,200
-70% -$3.72M ﹤0.01% 902
2018
Q2 		$5.43M Sell
146,900
-1,700
-1% -$54.8K 0.01% 440
2018
Q1 		$3.66M Sell
148,600
-2,000
-1% -$47.5K 0.01% 506
2017
Q4 		$3.33M Sell
150,600
-2,100
-1% -$46.8K 0.01% 499
2017
Q3 		$3.86M Buy
152,700
+4,100
+3% +$92.8K 0.01% 472
2017
Q2 		$3.15M Buy
+148,600
New +$2.94M 0.01% 486
2016
Q3 		– Sell
-251,000
Closed -$2.6M – 1045
2016
Q2 		$2.6M Buy
+251,000
New +$1.97M 0.01% 367

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fuller & Thaler Asset Management
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

Nordea Investment Management's AVTA Position: Q1 2019 in Review

Nordea Investment Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2019, closing a stake of 45,100 shares — an estimated $1.2M sold.

Nordea Investment Management first reported a position in AVTA in Q2 2016 and held it in 8 quarters. The position peaked at $5.43M in Q2 2018. 193 funds tracked by Wall St. Rank hold AVTA as of Q1 2019.

  • Nordea Investment Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
  • Nordea Investment Management sold 45,100 Avantax, Inc. Common Stock shares in Q1 2019, an estimated $1.2M.
  • Nordea Investment Management first reported a position in Avantax, Inc. Common Stock in Q2 2016 and held it in 8 quarters.
  • Nordea Investment Management's Avantax, Inc. Common Stock position peaked at $5.43M in Q2 2018.
  • 193 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2019.

Based on Nordea Investment Management's 13F filing for Q1 2019, filed 20 May 2019.