ACM
AVTA

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

AlphaCrest 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
Q4 		– Sell
-19,211
Closed -$181K – 1307
2020
Q3 		$181K Sell
19,211
-4,956
-21% -$54.8K 0.02% 1050
2020
Q2 		$276K Sell
24,167
-8,933
-27% -$112K 0.05% 670
2020
Q1 		$399K Buy
+33,100
New +$638K 0.05% 670

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

AlphaCrest Capital Management's AVTA Position: Q4 2020 in Review

AlphaCrest Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2020, closing a stake of 19,211 shares — an estimated $181K sold.

AlphaCrest Capital Management first reported a position in AVTA in Q1 2020 and held it in 3 quarters. The position peaked at $399K in Q1 2020. 149 funds tracked by Wall St. Rank hold AVTA as of Q4 2020.

  • AlphaCrest Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • AlphaCrest Capital Management sold 19,211 Avantax, Inc. Common Stock shares in Q4 2020, an estimated $181K.
  • AlphaCrest Capital Management first reported a position in Avantax, Inc. Common Stock in Q1 2020 and held it in 3 quarters.
  • AlphaCrest Capital Management's Avantax, Inc. Common Stock position peaked at $399K in Q1 2020.
  • 149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2020.

Based on AlphaCrest Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.