WCM
AVTA

Weld Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Weld Capital Management’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
-40,840
Closed -$1.24M – 1054
2019
Q2 		$1.24M Buy
+40,840
New +$1.34M 0.23% 130

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Weld Capital Management's AVTA Position: Q3 2019 in Review

Weld Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2019, closing a stake of 40,840 shares — an estimated $1.24M sold.

Weld Capital Management first reported a position in AVTA in Q2 2019 and held it in 1 quarter. The position peaked at $1.24M in Q2 2019. 181 funds tracked by Wall St. Rank hold AVTA as of Q3 2019.

  • Weld Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Weld Capital Management sold 40,840 Avantax, Inc. Common Stock shares in Q3 2019, an estimated $1.24M.
  • Weld Capital Management first reported a position in Avantax, Inc. Common Stock in Q2 2019 and held it in 1 quarter.
  • Weld Capital Management's Avantax, Inc. Common Stock position peaked at $1.24M in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2019.

Based on Weld Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.