VNIM
AVTA

Vaughan Nelson Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Vaughan Nelson Investment Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-539,700
Closed -$16.4M – 189
2019
Q2 		$16.4M Sell
539,700
-749,775
-58% -$22.8M 0.22% 138
2019
Q1 		$43M Sell
1,289,475
-172,150
-12% -$5.75M 0.58% 61
2018
Q4 		$38.9M Buy
+1,461,625
New +$38.9M 0.56% 77