Question 1

How many shares of AVTA does GLENMEDE TRUST CO NA own?

Accepted Answer

GLENMEDE TRUST CO NA previously held 0 shares of AVTA (AVANTAX INC) before exiting the position in 2020-Q4.

Question 2

What is GLENMEDE TRUST CO NA's AVTA position worth?

Accepted Answer

GLENMEDE TRUST CO NA's AVTA position was last reported at $0 in 2020-Q4 before the exit.

Question 3

Is GLENMEDE TRUST CO NA buying or selling AVTA?

Accepted Answer

In 2020-Q4, GLENMEDE TRUST CO NA exited their AVTA position entirely (-100.0% change in shares).

Question 4

When did GLENMEDE TRUST CO NA first buy AVTA?

Accepted Answer

Based on available 13F filings, GLENMEDE TRUST CO NA first reported a position in AVTA in 2018-Q3. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q4 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2020-Q3	Decreased	135,572	-72.9%	$1.3M	0.0%	—	0
2020-Q2	Decreased	500,849	-23.3%	$5.7M	0.0%	—	0
2020-Q1	Unchanged	652,838	0.0%	$17.1M	0.1%	—	0
2019-Q4	Decreased	652,838	-11.6%	$17.1M	0.1%	—	0
2019-Q3	Decreased	738,340	-7.5%	$16M	0.1%	—	0
2019-Q2	Decreased	797,759	-19.0%	$24.2M	0.1%	—	0
2019-Q1	Decreased	985,193	-11.1%	$32.9M	0.1%	—	0
2018-Q4	Decreased	1.1M	-5.9%	$29.5M	0.1%	—	0
2018-Q3	New	1.2M	-	$47.4M	0.2%	—	48

AVTA10 quarters

AVTA
10 quarters