WSTAM
AVTA

Wilbanks Smith & Thomas Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-41
Closed -$2K – 1385
2018
Q3 		$2K Buy
+41
New +$1.49K ﹤0.01% 1453

Other funds holding AVTA

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Wellington Management Group
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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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Wilbanks Smith & Thomas Asset Management's AVTA Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2018, closing a stake of 41 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in AVTA in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 192 funds tracked by Wall St. Rank hold AVTA as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 41 Avantax, Inc. Common Stock shares in Q4 2018, an estimated $2K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Avantax, Inc. Common Stock in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Avantax, Inc. Common Stock position peaked at $2K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.