PWP
AVTA

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

Personal Wealth 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
Q1 		– Sell
-84
Closed -$2K – 662
2019
Q4 		$2K Hold
84
– – ﹤0.01% 374
2019
Q3 		$2K Hold
84
– – ﹤0.01% 381
2019
Q2 		$3K Buy
+84
New +$2.77K ﹤0.01% 269

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Personal Wealth Partners's AVTA Position: Q1 2020 in Review

Personal Wealth Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2020, closing a stake of 84 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in AVTA in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2020.

  • Personal Wealth Partners reported no remaining Avantax, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 84 Avantax, Inc. Common Stock shares in Q1 2020, an estimated $2K.
  • Personal Wealth Partners first reported a position in Avantax, Inc. Common Stock in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Avantax, Inc. Common Stock position peaked at $3K in Q2 2019.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.