OPS
AVTA

Orion Portfolio Solutions’s Avantax, Inc. Common Stock AVTA Stock Holding History

Orion Portfolio Solutions’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
2020
Q2 		– Sell
-140
Closed -$2K – 2521
2020
Q1 		$2K Hold
140
– – ﹤0.01% 1649
2019
Q4 		$4K Buy
+140
New +$3.13K ﹤0.01% 1359

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Orion Portfolio Solutions's AVTA Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2020, closing a stake of 140 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in AVTA in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 162 funds tracked by Wall St. Rank hold AVTA as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining Avantax, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 140 Avantax, Inc. Common Stock shares in Q2 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Avantax, Inc. Common Stock in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Avantax, Inc. Common Stock position peaked at $4K in Q4 2019.
  • 162 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.