VCP
AVTA

Verus Capital Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Verus Capital Partners’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
2020
Q1 		– Sell
-15
Closed – – 1622
2019
Q4 		$0 Buy
+15
New +$336 ﹤0.01% 1558

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VBA
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Renaissance Technologies
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State Street
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SCM
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ClearBridge Investments
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Verus Capital Partners's AVTA Position: Q1 2020 in Review

Verus Capital Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2020, closing a stake of 15 shares.

Verus Capital Partners first reported a position in AVTA in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2020.

  • Verus Capital Partners reported no remaining Avantax, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Verus Capital Partners sold 15 Avantax, Inc. Common Stock shares in Q1 2020.
  • Verus Capital Partners first reported a position in Avantax, Inc. Common Stock in Q4 2019 and held it in 1 quarter.
  • Verus Capital Partners's Avantax, Inc. Common Stock position peaked at $0 in Q4 2019.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.