Patten Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Patten Group’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 Q3	–	Sell	-8	Closed	–	–	714
2018 Q2	$0	Buy	+8	New	+$258	﹤0.01%	686

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Patten Group's AVTA Position: Q3 2018 in Review

Patten Group sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2018, closing a stake of 8 shares.

Patten Group first reported a position in AVTA in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 208 funds tracked by Wall St. Rank hold AVTA as of Q3 2018.

Patten Group reported no remaining Avantax, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
Patten Group sold 8 Avantax, Inc. Common Stock shares in Q3 2018.
Patten Group first reported a position in Avantax, Inc. Common Stock in Q2 2018 and held it in 1 quarter.
Patten Group's Avantax, Inc. Common Stock position peaked at $0 in Q2 2018.
208 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2018.

Based on Patten Group's 13F filing for Q3 2018, filed 14 Nov 2018.