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

Private Capital 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
2020 Q3	–	Sell	-166	Closed	-$2K	–	2142
2020 Q2	$2K	Buy	166 +59	+55%	+$741	﹤0.01%	1756
2020 Q1	$1K	Sell	107 -4	-4%	-$77	﹤0.01%	1898
2019 Q4	$2K	Sell	111 -193	-63%	-$4.32K	﹤0.01%	1741
2019 Q3	$7K	Buy	304 +62	+26%	+$1.56K	﹤0.01%	1581
2019 Q2	$9K	Sell	242 -54	-18%	-$1.78K	﹤0.01%	1445
2019 Q1	$10K	Buy	296 +1	+0.3%	+$29	﹤0.01%	1482
2018 Q4	$8K	Buy	295 +53	+22%	+$1.62K	﹤0.01%	1483
2018 Q3	$9K	Hold	242	–	–	﹤0.01%	1512
2018 Q2	$8K	Buy	+242	New	+$7.8K	﹤0.01%	1509

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Private Capital Group's AVTA Position: Q3 2020 in Review

Private Capital Group sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 166 shares — an estimated $2K sold.

Private Capital Group first reported a position in AVTA in Q2 2018 and held it in 9 quarters. The position peaked at $10K in Q1 2019. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

Private Capital Group reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
Private Capital Group sold 166 Avantax, Inc. Common Stock shares in Q3 2020, an estimated $2K.
Private Capital Group first reported a position in Avantax, Inc. Common Stock in Q2 2018 and held it in 9 quarters.
Private Capital Group's Avantax, Inc. Common Stock position peaked at $10K in Q1 2019.
151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on Private Capital Group's 13F filing for Q3 2020, filed 12 Nov 2020.