Piedmont Investment Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Piedmont Investment Advisors’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
2019 Q2	–	Sell	-12,168	Closed	-$406K	–	1305
2019 Q1	$406K	Buy	12,168 +759	+7%	+$22.1K	0.02%	632
2018 Q4	$304K	Buy	11,409 +444	+4%	+$13.6K	0.01%	715
2018 Q3	$441K	Buy	10,965 +18	+0.2%	+$655	0.02%	591
2018 Q2	$405K	Buy	10,947 +964	+10%	+$31.1K	0.02%	524
2018 Q1	$246K	Buy	9,983 +503	+5%	+$12K	0.01%	643
2017 Q4	$210K	Sell	9,480 -307	-3%	-$6.84K	﹤0.01%	696
2017 Q3	$248K	Buy	+9,787	New	+$222K	0.01%	649
2015 Q3	–	Sell	-83	Closed	-$1.34K	–	435
2015 Q2	$1.34K	Hold	83	–	–	﹤0.01%	383
2015 Q1	$1.13K	Hold	83	–	–	﹤0.01%	303
2014 Q4	$1.15K	Hold	83	–	–	﹤0.01%	304
2014 Q3	$1.26K	Hold	83	–	–	﹤0.01%	288
2014 Q2	$1.57K	Hold	83	–	–	﹤0.01%	303
2014 Q1	$1.63K	Hold	83	–	–	﹤0.01%	302
2013 Q4	$2.42K	Buy	+83	New	+$2.24K	﹤0.01%	265

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Piedmont Investment Advisors's AVTA Position: Q2 2019 in Review

Piedmont Investment Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2019, closing a stake of 12,168 shares — an estimated $406K sold.

Piedmont Investment Advisors first reported a position in AVTA in Q4 2013 and held it in 14 quarters. The position peaked at $441K in Q3 2018. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2019.

Piedmont Investment Advisors reported no remaining Avantax, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
Piedmont Investment Advisors sold 12,168 Avantax, Inc. Common Stock shares in Q2 2019, an estimated $406K.
Piedmont Investment Advisors first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 14 quarters.
Piedmont Investment Advisors's Avantax, Inc. Common Stock position peaked at $441K in Q3 2018.
203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2019.

Based on Piedmont Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.