Point72 Asset Management
AVTA

Point72 Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Point72 Asset Management’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
2014
Q3 		– Sell
-472,224
Closed -$8.91M – 797
2014
Q2 		$8.91M Buy
+472,224
New +$8.89M 0.06% 347

Other funds holding AVTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Point72 Asset Management's AVTA Position: Q3 2014 in Review

Point72 Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2014, closing a stake of 472,224 shares — an estimated $8.91M sold.

Point72 Asset Management first reported a position in AVTA in Q2 2014 and held it in 1 quarter. The position peaked at $8.91M in Q2 2014. 156 funds tracked by Wall St. Rank hold AVTA as of Q3 2014.

  • Point72 Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q3 2014 after selling out during the quarter.
  • Point72 Asset Management sold 472,224 Avantax, Inc. Common Stock shares in Q3 2014, an estimated $8.91M.
  • Point72 Asset Management first reported a position in Avantax, Inc. Common Stock in Q2 2014 and held it in 1 quarter.
  • Point72 Asset Management's Avantax, Inc. Common Stock position peaked at $8.91M in Q2 2014.
  • 156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2014.

Based on Point72 Asset Management's 13F filing for Q3 2014, filed 14 Nov 2014.