TODC
AVTA

Trustees of Dartmouth College’s Avantax, Inc. Common Stock AVTA Stock Holding History

Trustees of Dartmouth College’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
2018
Q2 		– Sell
-798
Closed -$20K – 27
2018
Q1 		$20K Buy
+798
New +$19K 0.03% 13

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Trustees of Dartmouth College's AVTA Position: Q2 2018 in Review

Trustees of Dartmouth College sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2018, closing a stake of 798 shares — an estimated $20K sold.

Trustees of Dartmouth College first reported a position in AVTA in Q1 2018 and held it in 1 quarter. The position peaked at $20K in Q1 2018. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2018.

  • Trustees of Dartmouth College reported no remaining Avantax, Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
  • Trustees of Dartmouth College sold 798 Avantax, Inc. Common Stock shares in Q2 2018, an estimated $20K.
  • Trustees of Dartmouth College first reported a position in Avantax, Inc. Common Stock in Q1 2018 and held it in 1 quarter.
  • Trustees of Dartmouth College's Avantax, Inc. Common Stock position peaked at $20K in Q1 2018.
  • 203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2018.

Based on Trustees of Dartmouth College's 13F filing for Q2 2018, filed 14 Aug 2018.