Raymond James Financial Services Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Raymond James Financial Services 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
2017 Q4	–	Sell	-67,733	Closed	-$1.71M	–	2734
2017 Q3	$1.71M	Sell	67,733 -3,447	-5%	-$78K	0.01%	993
2017 Q2	$1.51M	Sell	71,180 -4,189	-6%	-$82.9K	0.01%	1018
2017 Q1	$1.3M	Buy	75,369 +5,319	+8%	+$83.3K	0.01%	1028
2016 Q4	$1.03M	Buy	+70,050	New	+$945K	0.01%	1096

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Raymond James Financial Services Advisors's AVTA Position: Q4 2017 in Review

Raymond James Financial Services Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2017, closing a stake of 67,733 shares — an estimated $1.71M sold.

Raymond James Financial Services Advisors first reported a position in AVTA in Q4 2016 and held it in 4 quarters. The position peaked at $1.71M in Q3 2017. 187 funds tracked by Wall St. Rank hold AVTA as of Q4 2017.

Raymond James Financial Services Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2017 after selling out during the quarter.
Raymond James Financial Services Advisors sold 67,733 Avantax, Inc. Common Stock shares in Q4 2017, an estimated $1.71M.
Raymond James Financial Services Advisors first reported a position in Avantax, Inc. Common Stock in Q4 2016 and held it in 4 quarters.
Raymond James Financial Services Advisors's Avantax, Inc. Common Stock position peaked at $1.71M in Q3 2017.
187 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2017.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.