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

Tradewinds 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
2020 Q1	–	Sell	-20	Closed	-$1K	–	761
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	662
2019 Q3	$0	Buy	+20	New	+$504	﹤0.01%	656
2016 Q4	–	Sell	-10	Closed	–	–	720
2016 Q3	$0	Hold	10	–	–	﹤0.01%	704
2016 Q2	$0	Buy	+10	New	+$79	﹤0.01%	682
2016 Q1	–	Sell	-10	Closed	–	–	704
2015 Q4	$0	Hold	10	–	–	﹤0.01%	697
2015 Q3	$0	Hold	10	–	–	﹤0.01%	730
2015 Q2	$0	Hold	10	–	–	﹤0.01%	699
2015 Q1	$0	Hold	10	–	–	﹤0.01%	656
2014 Q4	$0	Hold	10	–	–	﹤0.01%	660
2014 Q3	$0	Sell	10 -15	-60%	-$248	﹤0.01%	644
2014 Q2	$0	Buy	25 +10	+67%	+$188	﹤0.01%	656
2014 Q1	$0	Hold	15	–	–	﹤0.01%	657
2013 Q4	$0	Buy	+15	New	+$405	﹤0.01%	603

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Tradewinds Capital Management's AVTA Position: Q1 2020 in Review

Tradewinds Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Tradewinds Capital Management first reported a position in AVTA in Q4 2013 and held it in 13 quarters. The position peaked at $1K in Q4 2019. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2020.

Tradewinds Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Tradewinds Capital Management sold 20 Avantax, Inc. Common Stock shares in Q1 2020, an estimated $1K.
Tradewinds Capital Management first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 13 quarters.
Tradewinds Capital Management's Avantax, Inc. Common Stock position peaked at $1K in Q4 2019.
154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2020.

Based on Tradewinds Capital Management's 13F filing for Q1 2020, filed 11 May 2020.