RIL
AVTA

Rothschild Investment LLC’s Avantax, Inc. Common Stock AVTA Stock Holding History

Rothschild Investment LLC’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
-12,440
Closed -$325K – 462
2019
Q4 		$325K Buy
+12,440
New +$279K 0.03% 348

Other funds holding AVTA

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Rothschild Investment LLC's AVTA Position: Q1 2020 in Review

Rothschild Investment LLC sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2020, closing a stake of 12,440 shares — an estimated $325K sold.

Rothschild Investment LLC first reported a position in AVTA in Q4 2019 and held it in 1 quarter. The position peaked at $325K in Q4 2019. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2020.

  • Rothschild Investment LLC reported no remaining Avantax, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Rothschild Investment LLC sold 12,440 Avantax, Inc. Common Stock shares in Q1 2020, an estimated $325K.
  • Rothschild Investment LLC first reported a position in Avantax, Inc. Common Stock in Q4 2019 and held it in 1 quarter.
  • Rothschild Investment LLC's Avantax, Inc. Common Stock position peaked at $325K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2020.

Based on Rothschild Investment LLC's 13F filing for Q1 2020, filed 16 Apr 2020.