Aigen Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Aigen Investment 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
2021 Q3	–	Sell	-11,343	Closed	-$196K	–	701
2021 Q2	$196K	Sell	11,343 -4,410	-28%	-$72.4K	0.03%	407
2021 Q1	$262K	Sell	15,753 -10,285	-39%	-$173K	0.03%	461
2020 Q4	$414K	Buy	26,038 +767	+3%	+$9.36K	0.05%	443
2020 Q3	$238K	Sell	25,271 -40,919	-62%	-$453K	0.03%	595
2020 Q2	$756K	Buy	66,190 +46,606	+238%	+$585K	0.1%	332
2020 Q1	$236K	Buy	19,584 +8,921	+84%	+$172K	0.03%	659
2019 Q4	$279K	Buy	+10,663	New	+$239K	0.05%	461

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

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

PCP

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Aigen Investment Management's AVTA Position: Q3 2021 in Review

Aigen Investment Management sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2021, closing a stake of 11,343 shares — an estimated $196K sold.

Aigen Investment Management first reported a position in AVTA in Q4 2019 and held it in 7 quarters. The position peaked at $756K in Q2 2020. 141 funds tracked by Wall St. Rank hold AVTA as of Q3 2021.

Aigen Investment Management reported no remaining Avantax, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
Aigen Investment Management sold 11,343 Avantax, Inc. Common Stock shares in Q3 2021, an estimated $196K.
Aigen Investment Management first reported a position in Avantax, Inc. Common Stock in Q4 2019 and held it in 7 quarters.
Aigen Investment Management's Avantax, Inc. Common Stock position peaked at $756K in Q2 2020.
141 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2021.

Based on Aigen Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.