PP
AVTA

Paloma Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Paloma Partners’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
Q3 		– Sell
-14,387
Closed -$164K – 2574
2020
Q2 		$164K Buy
+14,387
New +$181K ﹤0.01% 1765
2015
Q4 		– Sell
-12,369
Closed -$170K – 1982
2015
Q3 		$170K Buy
+12,369
New +$177K ﹤0.01% 1484

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Paloma Partners's AVTA Position: Q3 2020 in Review

Paloma Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 14,387 shares — an estimated $164K sold.

Paloma Partners first reported a position in AVTA in Q3 2015 and held it in 2 quarters. The position peaked at $170K in Q3 2015. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

  • Paloma Partners reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Paloma Partners sold 14,387 Avantax, Inc. Common Stock shares in Q3 2020, an estimated $164K.
  • Paloma Partners first reported a position in Avantax, Inc. Common Stock in Q3 2015 and held it in 2 quarters.
  • Paloma Partners's Avantax, Inc. Common Stock position peaked at $170K in Q3 2015.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.