Regions Financial Corp
AVTA

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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.