PFS
AVTA

Prospera Financial Services’s Avantax, Inc. Common Stock AVTA Stock Holding History

Prospera Financial Services’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
Q4 		– Sell
-150
Closed -$1K – 1652
2020
Q3 		$1K Buy
+150
New +$1.66K ﹤0.01% 1593

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Prospera Financial Services's AVTA Position: Q4 2020 in Review

Prospera Financial Services sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2020, closing a stake of 150 shares — an estimated $1K sold.

Prospera Financial Services first reported a position in AVTA in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 149 funds tracked by Wall St. Rank hold AVTA as of Q4 2020.

  • Prospera Financial Services reported no remaining Avantax, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 150 Avantax, Inc. Common Stock shares in Q4 2020, an estimated $1K.
  • Prospera Financial Services first reported a position in Avantax, Inc. Common Stock in Q3 2020 and held it in 1 quarter.
  • Prospera Financial Services's Avantax, Inc. Common Stock position peaked at $1K in Q3 2020.
  • 149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.