Third Avenue Management’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-678,111
| Closed | -$12.8M | – | 157 |
|
|
2014
Q2 | $12.8M | Sell |
678,111
-96,900
| -13% | -$1.83M | 0.25% | 98 |
|
|
2014
Q1 | $15.3M | Buy |
775,011
+50,616
| +7% | +$997K | 0.3% | 92 |
|
|
2013
Q4 | $21.1M | Sell |
724,395
-1,925
| -0.3% | -$56.1K | 0.39% | 79 |
|
|
2013
Q3 | $16.7M | Buy |
726,320
+20,150
| +3% | +$463K | 0.32% | 81 |
|
|
2013
Q2 | $13.1M | Buy |
+706,170
| New | +$13.1M | 0.26% | 87 |
|