SPL
AVTA

Smart Portfolios LLC’s Avantax, Inc. Common Stock AVTA Stock Holding History

Smart Portfolios 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
2019
Q2 		– Sell
-349
Closed -$12K – 205
2019
Q1 		$12K Hold
349
– – 0.01% 156
2018
Q4 		$9K Buy
+349
New +$10.7K 0.01% 157

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Smart Portfolios LLC's AVTA Position: Q2 2019 in Review

Smart Portfolios LLC sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2019, closing a stake of 349 shares — an estimated $12K sold.

Smart Portfolios LLC first reported a position in AVTA in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2019.

  • Smart Portfolios LLC reported no remaining Avantax, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Smart Portfolios LLC sold 349 Avantax, Inc. Common Stock shares in Q2 2019, an estimated $12K.
  • Smart Portfolios LLC first reported a position in Avantax, Inc. Common Stock in Q4 2018 and held it in 2 quarters.
  • Smart Portfolios LLC's Avantax, Inc. Common Stock position peaked at $12K in Q1 2019.
  • 203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2019.

Based on Smart Portfolios LLC's 13F filing for Q2 2019, filed 15 Aug 2019.