AS
AVTA

Altshuler Shaham’s Avantax, Inc. Common Stock AVTA Stock Holding History

Altshuler Shaham’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
-1,419
Closed -$36.2K – 496
2022
Q4 		$36.2K Sell
1,419
-1,555
-52% -$35.6K ﹤0.01% 276
2022
Q3 		$58K Buy
2,974
+1,302
+78% +$26.2K ﹤0.01% 200
2022
Q2 		$31K Sell
1,672
-2,708
-62% -$49.2K ﹤0.01% 313
2022
Q1 		$86K Buy
4,380
+1,841
+73% +$33.4K ﹤0.01% 294
2021
Q4 		$44K Buy
2,539
+247
+11% +$4.19K ﹤0.01% 461
2021
Q3 		$36K Buy
2,292
+13
+0.6% +$210 ﹤0.01% 444
2021
Q2 		$39K Buy
2,279
+952
+72% +$15.6K ﹤0.01% 492
2021
Q1 		$22K Buy
+1,327
New +$22.3K ﹤0.01% 373

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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Invesco
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
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
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Altshuler Shaham's AVTA Position: Q1 2023 in Review

Altshuler Shaham sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 1,419 shares — an estimated $36.2K sold.

Altshuler Shaham first reported a position in AVTA in Q1 2021 and held it in 8 quarters. The position peaked at $86K in Q1 2022. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

  • Altshuler Shaham reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Altshuler Shaham sold 1,419 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $36.2K.
  • Altshuler Shaham first reported a position in Avantax, Inc. Common Stock in Q1 2021 and held it in 8 quarters.
  • Altshuler Shaham's Avantax, Inc. Common Stock position peaked at $86K in Q1 2022.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on Altshuler Shaham's 13F filing for Q1 2023, filed 9 May 2023.