VFA
AVTA

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

Valeo 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
2018
Q4 		– Sell
-72
Closed -$2K – 1779
2018
Q3 		$2K Buy
+72
New +$2.62K ﹤0.01% 1536

Other funds holding AVTA

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Wellington Management Group
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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

Valeo Financial Advisors's AVTA Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 72 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in AVTA in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 72 Avantax, Inc. Common Stock shares in Q4 2018, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Avantax, Inc. Common Stock in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Avantax, Inc. Common Stock position peaked at $2K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.