TCIM
AVTA

TIAA CREF Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

TIAA CREF Investment 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 		$2.95M Sell
88,423
-3,030
-3% -$88.3K ﹤0.01% 1778
2018
Q4 		$2.44M Sell
91,453
-2,501
-3% -$76.6K ﹤0.01% 1836
2018
Q3 		$3.78M Sell
93,954
-7,694
-8% -$280K ﹤0.01% 1773
2018
Q2 		$3.76M Sell
101,648
-3,850
-4% -$124K ﹤0.01% 1802
2018
Q1 		$2.6M Sell
105,498
-2,046
-2% -$48.6K ﹤0.01% 1970
2017
Q4 		$2.38M Sell
107,544
-2,786
-3% -$62.1K ﹤0.01% 2037
2017
Q3 		$2.79M Sell
110,330
-1,318
-1% -$29.8K ﹤0.01% 1976
2017
Q2 		$2.37M Buy
111,648
+2,907
+3% +$57.5K ﹤0.01% 2072
2017
Q1 		$1.88M Sell
108,741
-5,285
-5% -$82.8K ﹤0.01% 2178
2016
Q4 		$1.68M Sell
114,026
-5,787
-5% -$78.1K ﹤0.01% 2275
2016
Q3 		$1.34K Sell
119,813
-11,519
-9% -$128K ﹤0.01% 2383
2016
Q2 		$1.36M Sell
131,332
-579
-0.4% -$4.55K ﹤0.01% 2363
2016
Q1 		$681K Buy
131,911
+3,185
+2% +$22.4K ﹤0.01% 2665
2015
Q4 		$1.26M Sell
128,726
-8,831
-6% -$97.5K ﹤0.01% 2445
2015
Q3 		$1.89M Sell
137,557
-42,502
-24% -$609K ﹤0.01% 2173
2015
Q2 		$2.91M Buy
180,059
+2,933
+2% +$45.2K ﹤0.01% 2057
2015
Q1 		$2.42M Hold
177,126
– – ﹤0.01% 2115
2014
Q4 		$2.45M Sell
177,126
-10,973
-6% -$161K ﹤0.01% 2108
2014
Q3 		$2.87M Sell
188,099
-2,387
-1% -$39.5K ﹤0.01% 1987
2014
Q2 		$3.59M Buy
190,486
+19,983
+12% +$376K ﹤0.01% 1916
2014
Q1 		$3.36M Sell
170,503
-3,250
-2% -$75.2K ﹤0.01% 1904
2013
Q4 		$5.07M Sell
173,753
-74,941
-30% -$2.02M ﹤0.01% 1628
2013
Q3 		$5.71M Sell
248,694
-3,945
-2% -$82.1K ﹤0.01% 1482
2013
Q2 		$4.68M Buy
+252,639
New +$4.29M ﹤0.01% 1575

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

TIAA CREF Investment Management's AVTA Position: Q1 2019 in Review

TIAA CREF Investment Management reduced its Avantax, Inc. Common Stock (AVTA) stake by 3.3% in Q1 2019, selling an estimated $88.3K and leaving 88,423 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

TIAA CREF Investment Management first reported a position in AVTA in Q2 2013 and has held it in 24 quarters since. The position peaked at $5.71M in Q3 2013. 193 funds tracked by Wall St. Rank hold AVTA as of Q1 2019.

  • TIAA CREF Investment Management held 88,423 shares of Avantax, Inc. Common Stock worth $2.95M as of Q1 2019.
  • TIAA CREF Investment Management sold 3,030 Avantax, Inc. Common Stock shares in Q1 2019, an estimated $88.3K.
  • Avantax, Inc. Common Stock made up ﹤0.01% of TIAA CREF Investment Management's portfolio in Q1 2019, its #1778 holding.
  • TIAA CREF Investment Management first reported a position in Avantax, Inc. Common Stock in Q2 2013 and has held it in 24 quarters since.
  • TIAA CREF Investment Management's Avantax, Inc. Common Stock position peaked at $5.71M in Q3 2013.
  • 193 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2019.

Based on TIAA CREF Investment Management's 13F filing for Q1 2019, filed 14 May 2019.