WAM
AVTA

Wealthspire Advisors (Maryland)’s Avantax, Inc. Common Stock AVTA Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-389
Closed -$13K – 2208
2019
Q1 		$13K Sell
389
-29
-7% -$845 ﹤0.01% 1438
2018
Q4 		$11K Buy
418
+311
+291% +$9.52K ﹤0.01% 1447
2018
Q3 		$4K Hold
107
– – ﹤0.01% 1955
2018
Q2 		$4K Hold
107
– – ﹤0.01% 1931
2018
Q1 		$3K Hold
107
– – ﹤0.01% 2082
2017
Q4 		$2K Buy
107
+100
+1,429% +$2.23K ﹤0.01% 2193
2017
Q3 		$0 Buy
+7
New +$158 ﹤0.01% 2514

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s AVTA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2019, closing a stake of 389 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in AVTA in Q3 2017 and held it in 7 quarters. The position peaked at $13K in Q1 2019. 203 funds tracked by Wall St. Rank hold AVTA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Avantax, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 389 Avantax, Inc. Common Stock shares in Q2 2019, an estimated $13K.
  • Wealthspire Advisors (Maryland) first reported a position in Avantax, Inc. Common Stock in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Avantax, Inc. Common Stock position peaked at $13K in Q1 2019.
  • 203 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.