SI
AVTA

Scout Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History

Scout Investments’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
Q4 		– Sell
-185,018
Closed -$1.74M – 332
2020
Q3 		$1.74M Sell
185,018
-5,322
-3% -$58.9K 0.04% 305
2020
Q2 		$2.17M Sell
190,340
-2,093
-1% -$26.3K 0.05% 290
2020
Q1 		$2.32M Sell
192,433
-10,820
-5% -$209K 0.07% 257
2019
Q4 		$5.31M Sell
203,253
-3,300
-2% -$73.9K 0.1% 213
2019
Q3 		$4.47M Sell
206,553
-2,054
-1% -$51.8K 0.09% 215
2019
Q2 		$6.33M Buy
208,607
+81,051
+64% +$2.67M 0.12% 185
2019
Q1 		$4.26M Buy
+127,556
New +$3.72M 0.09% 192

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Scout Investments's AVTA Position: Q4 2020 in Review

Scout Investments sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2020, closing a stake of 185,018 shares — an estimated $1.74M sold.

Scout Investments first reported a position in AVTA in Q1 2019 and held it in 7 quarters. The position peaked at $6.33M in Q2 2019. 149 funds tracked by Wall St. Rank hold AVTA as of Q4 2020.

  • Scout Investments reported no remaining Avantax, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Scout Investments sold 185,018 Avantax, Inc. Common Stock shares in Q4 2020, an estimated $1.74M.
  • Scout Investments first reported a position in Avantax, Inc. Common Stock in Q1 2019 and held it in 7 quarters.
  • Scout Investments's Avantax, Inc. Common Stock position peaked at $6.33M in Q2 2019.
  • 149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2020.

Based on Scout Investments's 13F filing for Q4 2020, filed 12 Jan 2021.