Regions Financial Corp’s Avantax, Inc. Common Stock AVTA Stock Holding History

Regions Financial Corp’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 Q1	–	Sell	-8,136	Closed	-$213K	–	894
2019 Q4	$213K	Buy	+8,136	New	+$182K	﹤0.01%	780
2019 Q3	–	Sell	-9,216	Closed	-$280K	–	854
2019 Q2	$280K	Sell	9,216 -675	-7%	-$22.2K	﹤0.01%	679
2019 Q1	$330K	Buy	9,891 +323	+3%	+$9.41K	﹤0.01%	635
2018 Q4	$255K	Buy	9,568 +63	+0.7%	+$1.93K	﹤0.01%	693
2018 Q3	$382K	Sell	9,505 -239	-2%	-$8.7K	﹤0.01%	637
2018 Q2	$360K	Sell	9,744 -316	-3%	-$10.2K	﹤0.01%	646
2018 Q1	$247K	Buy	10,060 +9,419	+1,469%	+$224K	﹤0.01%	774
2017 Q4	$14K	Buy	+641	New	+$14.3K	﹤0.01%	1609
2014 Q3	–	Sell	-54,043	Closed	-$1.02M	–	1155
2014 Q2	$1.02M	Buy	54,043 +2,781	+5%	+$52.4K	0.01%	588
2014 Q1	$1.01M	Buy	51,262 +6,429	+14%	+$149K	0.01%	575
2013 Q4	$1.31M	Sell	44,833 -16,118	-26%	-$435K	0.02%	479
2013 Q3	$1.4M	Buy	60,951 +945	+2%	+$19.7K	0.02%	423
2013 Q2	$1.11M	Buy	+60,006	New	+$1.02M	0.02%	467

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

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Regions Financial Corp's AVTA Position: Q1 2020 in Review

Regions Financial Corp sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2020, closing a stake of 8,136 shares — an estimated $213K sold.

Regions Financial Corp first reported a position in AVTA in Q2 2013 and held it in 13 quarters. The position peaked at $1.4M in Q3 2013. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2020.

Regions Financial Corp reported no remaining Avantax, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Regions Financial Corp sold 8,136 Avantax, Inc. Common Stock shares in Q1 2020, an estimated $213K.
Regions Financial Corp first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 13 quarters.
Regions Financial Corp's Avantax, Inc. Common Stock position peaked at $1.4M in Q3 2013.
154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2020.

Based on Regions Financial Corp's 13F filing for Q1 2020, filed 29 Apr 2020.