One Wealth Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

One Wealth Advisors’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 Q2	–	Sell	-8,690	Closed	-$290K	–	509
2019 Q1	$290K	Buy	8,690 +1,155	+15%	+$33.6K	0.24%	74
2018 Q4	$201K	Sell	7,535 -2,300	-23%	-$70.4K	0.2%	95
2018 Q3	$396K	Buy	9,835 +2,748	+39%	+$100K	0.3%	57
2018 Q2	$262K	Buy	7,087 +6,959	+5,437%	+$224K	0.21%	97
2018 Q1	$3K	Buy	128 +104	+433%	+$2.47K	﹤0.01%	456
2017 Q4	$1K	Buy	+24	New	+$535	﹤0.01%	555

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

RCAMU

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

One Wealth Advisors's AVTA Position: Q2 2019 in Review

One Wealth Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2019, closing a stake of 8,690 shares — an estimated $290K sold.

One Wealth Advisors first reported a position in AVTA in Q4 2017 and held it in 6 quarters. The position peaked at $396K in Q3 2018. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2019.

One Wealth Advisors reported no remaining Avantax, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 8,690 Avantax, Inc. Common Stock shares in Q2 2019, an estimated $290K.
One Wealth Advisors first reported a position in Avantax, Inc. Common Stock in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Avantax, Inc. Common Stock position peaked at $396K in Q3 2018.
203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.