PFGIA
AVTA

Patriot Financial Group Insurance Agency’s Avantax, Inc. Common Stock AVTA Stock Holding History

Patriot Financial Group Insurance Agency’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
-178
Closed -$2K – 1893
2020
Q2 		$2K Buy
178
+68
+62% +$854 ﹤0.01% 1445
2020
Q1 		$1K Buy
+110
New +$2.12K ﹤0.01% 1529

Other funds holding AVTA

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VBA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 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

Patriot Financial Group Insurance Agency's AVTA Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 178 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in AVTA in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 178 Avantax, Inc. Common Stock shares in Q3 2020, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Avantax, Inc. Common Stock in Q1 2020 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Avantax, Inc. Common Stock position peaked at $2K in Q2 2020.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.