SeaCrest Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

SeaCrest Wealth Management’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
2019 Q2	–	Sell	-63	Closed	-$2K	–	1961
2019 Q1	$2K	Sell	63 -587	-90%	-$17.1K	﹤0.01%	1963
2018 Q4	$17K	Hold	650	–	–	﹤0.01%	1310
2018 Q3	$26K	Hold	650	–	–	﹤0.01%	1278
2018 Q2	$24K	Buy	650 +55	+9%	+$1.77K	﹤0.01%	1291
2018 Q1	$15K	Buy	595 +587	+7,338%	+$14K	﹤0.01%	1444
2017 Q4	$0	Buy	+8	New	+$178	﹤0.01%	2259

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

SeaCrest Wealth Management's AVTA Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2019, closing a stake of 63 shares — an estimated $2K sold.

SeaCrest Wealth Management first reported a position in AVTA in Q4 2017 and held it in 6 quarters. The position peaked at $26K in Q3 2018. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2019.

SeaCrest Wealth Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 63 Avantax, Inc. Common Stock shares in Q2 2019, an estimated $2K.
SeaCrest Wealth Management first reported a position in Avantax, Inc. Common Stock in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Avantax, Inc. Common Stock position peaked at $26K in Q3 2018.
203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.