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

Pacer 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
2018 Q4	–	Sell	-5,308	Closed	-$214K	–	1097
2018 Q3	$214K	Buy	+5,308	New	+$193K	0.01%	1024
2018 Q2	–	Sell	-5,414	Closed	-$133K	–	1206
2018 Q1	$133K	Buy	5,414 +2,068	+62%	+$49.2K	0.01%	925
2017 Q4	$74K	Buy	3,346 +1,965	+142%	+$43.8K	0.01%	986
2017 Q3	$35K	Buy	+1,381	New	+$31.3K	﹤0.01%	1131

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

Pacer Advisors's AVTA Position: Q4 2018 in Review

Pacer Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 5,308 shares — an estimated $214K sold.

Pacer Advisors first reported a position in AVTA in Q3 2017 and held it in 4 quarters. The position peaked at $214K in Q3 2018. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

Pacer Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
Pacer Advisors sold 5,308 Avantax, Inc. Common Stock shares in Q4 2018, an estimated $214K.
Pacer Advisors first reported a position in Avantax, Inc. Common Stock in Q3 2017 and held it in 4 quarters.
Pacer Advisors's Avantax, Inc. Common Stock position peaked at $214K in Q3 2018.
192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on Pacer Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.