UCFA
AVTA

United Capital Financial Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

United Capital Financial 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
Q3 		– Sell
-13,849
Closed -$406K – 1518
2019
Q2 		$406K Sell
13,849
-538
-4% -$17.7K ﹤0.01% 1111
2019
Q1 		$481K Sell
14,387
-749
-5% -$21.8K ﹤0.01% 987
2018
Q4 		$403K Buy
+15,136
New +$464K ﹤0.01% 974

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 $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

United Capital Financial Advisors's AVTA Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2019, closing a stake of 13,849 shares — an estimated $406K sold.

United Capital Financial Advisors first reported a position in AVTA in Q4 2018 and held it in 3 quarters. The position peaked at $481K in Q1 2019. 181 funds tracked by Wall St. Rank hold AVTA as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Avantax, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,849 Avantax, Inc. Common Stock shares in Q3 2019, an estimated $406K.
  • United Capital Financial Advisors first reported a position in Avantax, Inc. Common Stock in Q4 2018 and held it in 3 quarters.
  • United Capital Financial Advisors's Avantax, Inc. Common Stock position peaked at $481K in Q1 2019.
  • 181 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.