XK
AVTA

Xact Kapitalforvaltning’s Avantax, Inc. Common Stock AVTA Stock Holding History

Xact Kapitalforvaltning’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
2020
Q1 		– Sell
-9,800
Closed -$256K – 1383
2019
Q4 		$256K Hold
9,800
– – ﹤0.01% 1308
2019
Q3 		$212K Hold
9,800
– – ﹤0.01% 1358
2019
Q2 		$298K Hold
9,800
– – 0.01% 1231
2019
Q1 		$327K Sell
9,800
-5,900
-38% -$172K 0.01% 1174
2018
Q4 		$418K Buy
15,700
+8,200
+109% +$251K 0.01% 1015
2018
Q3 		$302K Hold
7,500
– – 0.01% 1363
2018
Q2 		$278K Buy
+7,500
New +$242K 0.01% 1397

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Xact Kapitalforvaltning's AVTA Position: Q1 2020 in Review

Xact Kapitalforvaltning sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2020, closing a stake of 9,800 shares — an estimated $256K sold.

Xact Kapitalforvaltning first reported a position in AVTA in Q2 2018 and held it in 7 quarters. The position peaked at $418K in Q4 2018. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2020.

  • Xact Kapitalforvaltning reported no remaining Avantax, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Xact Kapitalforvaltning sold 9,800 Avantax, Inc. Common Stock shares in Q1 2020, an estimated $256K.
  • Xact Kapitalforvaltning first reported a position in Avantax, Inc. Common Stock in Q2 2018 and held it in 7 quarters.
  • Xact Kapitalforvaltning's Avantax, Inc. Common Stock position peaked at $418K in Q4 2018.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.