SAM
AVTA

Sawgrass Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Sawgrass Asset Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16,135
Closed -$649K – 236
2018
Q3 		$649K Buy
16,135
+7,230
+81% +$291K 0.03% 144
2018
Q2 		$329K Buy
+8,905
New +$329K 0.01% 192