WCA
AVTA

Westover Capital Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Westover Capital 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
2019
Q3 		– Sell
-8,298
Closed -$252K – 148
2019
Q2 		$252K Sell
8,298
-50
-0.6% -$1.65K 0.12% 115
2019
Q1 		$279K Sell
8,348
-337
-4% -$9.81K 0.14% 104
2018
Q4 		$231K Sell
8,685
-153
-2% -$4.69K 0.14% 100
2018
Q3 		$356K Sell
8,838
-625
-7% -$22.8K 0.18% 88
2018
Q2 		$350K Sell
9,463
-5,134
-35% -$166K 0.19% 84
2018
Q1 		$359K Hold
14,597
– – 0.2% 87
2017
Q4 		$323K Sell
14,597
-2,522
-15% -$56.2K 0.18% 97
2017
Q3 		$433K Buy
17,119
+1,358
+9% +$30.7K 0.25% 83
2017
Q2 		$334K Buy
+15,761
New +$312K 0.22% 83

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Westover Capital Advisors's AVTA Position: Q3 2019 in Review

Westover Capital Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2019, closing a stake of 8,298 shares — an estimated $252K sold.

Westover Capital Advisors first reported a position in AVTA in Q2 2017 and held it in 9 quarters. The position peaked at $433K in Q3 2017. 181 funds tracked by Wall St. Rank hold AVTA as of Q3 2019.

  • Westover Capital Advisors reported no remaining Avantax, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Westover Capital Advisors sold 8,298 Avantax, Inc. Common Stock shares in Q3 2019, an estimated $252K.
  • Westover Capital Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2017 and held it in 9 quarters.
  • Westover Capital Advisors's Avantax, Inc. Common Stock position peaked at $433K in Q3 2017.
  • 181 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2019.

Based on Westover Capital Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.