PCMK
AVTA

Paragon Capital Management (Kansas)’s Avantax, Inc. Common Stock AVTA Stock Holding History

Paragon Capital Management (Kansas)’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
-400
Closed -$5K – 184
2020
Q1 		$5K Buy
+400
New +$7.71K ﹤0.01% 161

Other funds holding AVTA

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 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 $3.37T AUM 44.26% 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

Paragon Capital Management (Kansas)'s AVTA Position: Q2 2020 in Review

Paragon Capital Management (Kansas) sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2020, closing a stake of 400 shares — an estimated $5K sold.

Paragon Capital Management (Kansas) first reported a position in AVTA in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 162 funds tracked by Wall St. Rank hold AVTA as of Q2 2020.

  • Paragon Capital Management (Kansas) reported no remaining Avantax, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • Paragon Capital Management (Kansas) sold 400 Avantax, Inc. Common Stock shares in Q2 2020, an estimated $5K.
  • Paragon Capital Management (Kansas) first reported a position in Avantax, Inc. Common Stock in Q1 2020 and held it in 1 quarter.
  • Paragon Capital Management (Kansas)'s Avantax, Inc. Common Stock position peaked at $5K in Q1 2020.
  • 162 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2020.

Based on Paragon Capital Management (Kansas)'s 13F filing for Q2 2020, filed 3 Aug 2020.