ZCM
AVTA

Zebra Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Zebra Capital 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
2020
Q3 		– Sell
-14,497
Closed -$166K – 295
2020
Q2 		$166K Sell
14,497
-683
-4% -$8.58K 0.24% 172
2020
Q1 		$183K Sell
15,180
-1,088
-7% -$21K 0.3% 152
2019
Q4 		$425K Buy
+16,268
New +$364K 0.38% 99

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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Zebra Capital Management's AVTA Position: Q3 2020 in Review

Zebra Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2020, closing a stake of 14,497 shares — an estimated $166K sold.

Zebra Capital Management first reported a position in AVTA in Q4 2019 and held it in 3 quarters. The position peaked at $425K in Q4 2019. 151 funds tracked by Wall St. Rank hold AVTA as of Q3 2020.

  • Zebra Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Zebra Capital Management sold 14,497 Avantax, Inc. Common Stock shares in Q3 2020, an estimated $166K.
  • Zebra Capital Management first reported a position in Avantax, Inc. Common Stock in Q4 2019 and held it in 3 quarters.
  • Zebra Capital Management's Avantax, Inc. Common Stock position peaked at $425K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2020.

Based on Zebra Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.