Sterling Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Sterling Capital 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 Q1	–	Sell	-17,249	Closed	-$460K	–	897
2018 Q4	$460K	Buy	+17,249	New	+$528K	0.01%	757
2017 Q2	–	Sell	-54,754	Closed	-$947K	–	1024
2017 Q1	$947K	Hold	54,754	–	–	0.01%	609
2016 Q4	$808K	Buy	+54,754	New	+$739K	0.01%	669
2015 Q4	–	Sell	-37,569	Closed	-$517K	–	1056
2015 Q3	$517K	Buy	+37,569	New	+$539K	﹤0.01%	730
2014 Q2	–	Sell	-10,932	Closed	-$215K	–	947
2014 Q1	$215K	Buy	+10,932	New	+$253K	﹤0.01%	905

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Sterling Capital Management's AVTA Position: Q1 2019 in Review

Sterling Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2019, closing a stake of 17,249 shares — an estimated $460K sold.

Sterling Capital Management first reported a position in AVTA in Q1 2014 and held it in 5 quarters. The position peaked at $947K in Q1 2017. 193 funds tracked by Wall St. Rank hold AVTA as of Q1 2019.

Sterling Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
Sterling Capital Management sold 17,249 Avantax, Inc. Common Stock shares in Q1 2019, an estimated $460K.
Sterling Capital Management first reported a position in Avantax, Inc. Common Stock in Q1 2014 and held it in 5 quarters.
Sterling Capital Management's Avantax, Inc. Common Stock position peaked at $947K in Q1 2017.
193 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2019.

Based on Sterling Capital Management's 13F filing for Q1 2019, filed 15 May 2019.