WAS
AVTA

Winch Advisory Services’s Avantax, Inc. Common Stock AVTA Stock Holding History

Winch Advisory Services’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
2017
Q4 		– Sell
-2
Closed – – 331
2017
Q3 		$0 Hold
2
– – ﹤0.01% 328
2017
Q2 		$0 Hold
2
– – ﹤0.01% 325
2017
Q1 		$0 Buy
+2
New +$31 ﹤0.01% 319

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Numeric Investors
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Winch Advisory Services's AVTA Position: Q4 2017 in Review

Winch Advisory Services sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2017, closing a stake of 2 shares.

Winch Advisory Services first reported a position in AVTA in Q1 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2017. 187 funds tracked by Wall St. Rank hold AVTA as of Q4 2017.

  • Winch Advisory Services reported no remaining Avantax, Inc. Common Stock position as of Q4 2017 after selling out during the quarter.
  • Winch Advisory Services sold 2 Avantax, Inc. Common Stock shares in Q4 2017.
  • Winch Advisory Services first reported a position in Avantax, Inc. Common Stock in Q1 2017 and held it in 3 quarters.
  • Winch Advisory Services's Avantax, Inc. Common Stock position peaked at $0 in Q3 2017.
  • 187 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2017.

Based on Winch Advisory Services's 13F filing for Q4 2017, filed 13 Feb 2018.