Advisornet Financial’s Avantax, Inc. Common Stock AVTA Stock Holding History

Advisornet Financial’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
2023 Q1	–	Sell	-5	Closed	-$128	–	2504
2022 Q4	$128	Hold	5	–	–	﹤0.01%	2267
2022 Q3	$0	Hold	5	–	–	﹤0.01%	2088
2022 Q2	$0	Hold	5	–	–	﹤0.01%	2203
2022 Q1	$0	Hold	5	–	–	﹤0.01%	2267
2021 Q4	$0	Hold	5	–	–	﹤0.01%	2175
2021 Q3	$0	Sell	5 -100	-95%	-$1.62K	﹤0.01%	2034
2021 Q2	$2K	Hold	105	–	–	﹤0.01%	1721
2021 Q1	$2K	Hold	105	–	–	﹤0.01%	1666
2020 Q4	$2K	Hold	105	–	–	﹤0.01%	1571
2020 Q3	$1K	Hold	105	–	–	﹤0.01%	1699
2020 Q2	$1K	Hold	105	–	–	﹤0.01%	1734
2020 Q1	$1K	Buy	105 +100	+2,000%	+$1.93K	﹤0.01%	1733
2019 Q4	$0	Hold	5	–	–	﹤0.01%	2025
2019 Q3	$0	Buy	+5	New	+$126	﹤0.01%	1991
2019 Q1	–	Sell	-10	Closed	–	–	1677
2018 Q4	$0	Buy	+10	New	+$306	﹤0.01%	1598
2018 Q2	–	Sell	-51	Closed	-$1K	–	1666
2018 Q1	$1K	Hold	51	–	–	﹤0.01%	1373
2017 Q4	$1K	Buy	+51	New	+$1.14K	﹤0.01%	1238

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisornet Financial's AVTA Position: Q1 2023 in Review

Advisornet Financial sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 5 shares — an estimated $128 sold.

Advisornet Financial first reported a position in AVTA in Q4 2017 and held it in 17 quarters. The position peaked at $2K in Q2 2021. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

Advisornet Financial reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Advisornet Financial sold 5 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $128.
Advisornet Financial first reported a position in Avantax, Inc. Common Stock in Q4 2017 and held it in 17 quarters.
Advisornet Financial's Avantax, Inc. Common Stock position peaked at $2K in Q2 2021.
154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.