Teachers Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Teachers Advisors’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	$3.64M	Buy	108,936 +2,723	+3%	+$79.3K	﹤0.01%	1612
2018 Q4	$2.83M	Buy	106,213 +2,381	+2%	+$72.9K	﹤0.01%	1632
2018 Q3	$4.18M	Buy	103,832 +15,926	+18%	+$580K	0.01%	1555
2018 Q2	$3.25M	Buy	87,906 +8,188	+10%	+$264K	﹤0.01%	1663
2018 Q1	$1.96M	Hold	79,718	–	–	﹤0.01%	1838
2017 Q4	$1.76M	Buy	79,718 +4,712	+6%	+$105K	﹤0.01%	1927
2017 Q3	$1.9M	Buy	75,006 +403	+0.5%	+$9.12K	﹤0.01%	1869
2017 Q2	$1.58M	Buy	74,603 +717	+1%	+$14.2K	﹤0.01%	1959
2017 Q1	$1.28M	Sell	73,886 -9,525	-11%	-$149K	﹤0.01%	2036
2016 Q4	$1.23M	Buy	83,411 +873	+1%	+$11.8K	﹤0.01%	2062
2016 Q3	$924K	Buy	82,538 +12,840	+18%	+$143K	﹤0.01%	2113
2016 Q2	$722K	Buy	69,698 +8,068	+13%	+$63.5K	﹤0.01%	2221
2016 Q1	$318K	Buy	61,630 +1,713	+3%	+$12K	﹤0.01%	2584
2015 Q4	$587K	Hold	59,917	–	–	﹤0.01%	2311
2015 Q3	$825K	Hold	59,917	–	–	﹤0.01%	2107
2015 Q2	$968K	Sell	59,917 -708	-1%	-$10.9K	﹤0.01%	2141
2015 Q1	$828K	Buy	60,625 +1,053	+2%	+$14.7K	﹤0.01%	2151
2014 Q4	$825K	Hold	59,572	–	–	﹤0.01%	2141
2014 Q3	$908K	Hold	59,572	–	–	﹤0.01%	2055
2014 Q2	$1.12M	Sell	59,572 -533	-0.9%	-$10K	﹤0.01%	1980
2014 Q1	$1.18M	Buy	60,105 +1,580	+3%	+$36.5K	﹤0.01%	1912
2013 Q4	$1.71M	Buy	58,525 +1,710	+3%	+$46.2K	﹤0.01%	1657
2013 Q3	$1.31M	Buy	56,815 +2,414	+4%	+$50.3K	﹤0.01%	1759
2013 Q2	$1.01M	Buy	+54,401	New	+$924K	﹤0.01%	1850

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

Teachers Advisors's AVTA Position: Q1 2019 in Review

Teachers Advisors increased its Avantax, Inc. Common Stock (AVTA) stake by 2.6% in Q1 2019, buying an estimated $79.3K and bringing the position to 108,936 shares worth $3.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Teachers Advisors first reported a position in AVTA in Q2 2013 and has held it in 24 quarters since. The position peaked at $4.18M in Q3 2018. 193 funds tracked by Wall St. Rank hold AVTA as of Q1 2019.

Teachers Advisors held 108,936 shares of Avantax, Inc. Common Stock worth $3.64M as of Q1 2019.
Teachers Advisors bought 2,723 Avantax, Inc. Common Stock shares in Q1 2019, an estimated $79.3K.
Avantax, Inc. Common Stock made up ﹤0.01% of Teachers Advisors's portfolio in Q1 2019, its #1612 holding.
Teachers Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2013 and has held it in 24 quarters since.
Teachers Advisors's Avantax, Inc. Common Stock position peaked at $4.18M in Q3 2018.
193 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2019.

Based on Teachers Advisors's 13F filing for Q1 2019, filed 14 May 2019.