WG
AVTA

Winton Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Winton Group’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
Q3 		– Sell
-310,177
Closed -$11.5M – 1170
2018
Q2 		$11.5M Buy
310,177
+292,164
+1,622% +$9.42M 0.29% 98
2018
Q1 		$443K Buy
+18,013
New +$428K 0.01% 832
2017
Q4 		– Sell
-94,591
Closed -$2.39M – 720
2017
Q3 		$2.39M Buy
+94,591
New +$2.14M 0.08% 274

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Winton Group's AVTA Position: Q3 2018 in Review

Winton Group sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2018, closing a stake of 310,177 shares — an estimated $11.5M sold.

Winton Group first reported a position in AVTA in Q3 2017 and held it in 3 quarters. The position peaked at $11.5M in Q2 2018. 208 funds tracked by Wall St. Rank hold AVTA as of Q3 2018.

  • Winton Group reported no remaining Avantax, Inc. Common Stock position as of Q3 2018 after selling out during the quarter.
  • Winton Group sold 310,177 Avantax, Inc. Common Stock shares in Q3 2018, an estimated $11.5M.
  • Winton Group first reported a position in Avantax, Inc. Common Stock in Q3 2017 and held it in 3 quarters.
  • Winton Group's Avantax, Inc. Common Stock position peaked at $11.5M in Q2 2018.
  • 208 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2018.

Based on Winton Group's 13F filing for Q3 2018, filed 2 Nov 2018.