AF
AVTA

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

Amalgamated 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
2022
Q1 		$439K Buy
+22,440
New +$407K ﹤0.01% 1575

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 $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Amalgamated Financial's AVTA Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Avantax, Inc. Common Stock (AVTA) in Q1 2022: 22,440 shares worth $439K. The stake represents ﹤0.01% of the portfolio and ranks #1575 among its holdings.

155 funds tracked by Wall St. Rank hold AVTA as of Q1 2022.

  • Amalgamated Financial held 22,440 shares of Avantax, Inc. Common Stock worth $439K as of Q1 2022.
  • Avantax, Inc. Common Stock was a new Amalgamated Financial position in Q1 2022.
  • Avantax, Inc. Common Stock made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1575 holding.
  • 155 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.