United Services Automobile Association’s Avantax, Inc. Common Stock AVTA Stock Holding History

United Services Automobile Association’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	-7,750	Closed	-$235K	–	1881
2019 Q2	$235K	Sell	7,750 -3,034	-28%	-$99.9K	﹤0.01%	1981
2019 Q1	$360K	Sell	10,784 -44,179	-80%	-$1.29M	﹤0.01%	1797
2018 Q4	$1.46M	Buy	54,963 +4,278	+8%	+$131K	﹤0.01%	1127
2018 Q3	$2.04M	Sell	50,685 -50,123	-50%	-$1.83M	0.01%	1121
2018 Q2	$3.73M	Buy	100,808 +38,392	+62%	+$1.24M	0.01%	934
2018 Q1	$1.53M	Buy	62,416 +13,597	+28%	+$323K	﹤0.01%	1208
2017 Q4	$1.08M	Buy	48,819 +6,319	+15%	+$141K	﹤0.01%	1206
2017 Q3	$1.07M	Buy	42,500 +2,400	+6%	+$54.3K	﹤0.01%	1176
2017 Q2	$850K	Buy	+40,100	New	+$794K	﹤0.01%	1199

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

United Services Automobile Association's AVTA Position: Q3 2019 in Review

United Services Automobile Association sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2019, closing a stake of 7,750 shares — an estimated $235K sold.

United Services Automobile Association first reported a position in AVTA in Q2 2017 and held it in 9 quarters. The position peaked at $3.73M in Q2 2018. 181 funds tracked by Wall St. Rank hold AVTA as of Q3 2019.

United Services Automobile Association reported no remaining Avantax, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
United Services Automobile Association sold 7,750 Avantax, Inc. Common Stock shares in Q3 2019, an estimated $235K.
United Services Automobile Association first reported a position in Avantax, Inc. Common Stock in Q2 2017 and held it in 9 quarters.
United Services Automobile Association's Avantax, Inc. Common Stock position peaked at $3.73M in Q2 2018.
181 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.