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

Apogem Capital’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 Q1	–	Sell	-24,019	Closed	-$382K	–	219
2020 Q4	$382K	Buy	+24,019	New	+$293K	0.25%	117

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

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

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

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

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

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

Apogem Capital's AVTA Position: Q1 2021 in Review

Apogem Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2021, closing a stake of 24,019 shares — an estimated $382K sold.

Apogem Capital first reported a position in AVTA in Q4 2020 and held it in 1 quarter. The position peaked at $382K in Q4 2020. 143 funds tracked by Wall St. Rank hold AVTA as of Q1 2021.

Apogem Capital reported no remaining Avantax, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
Apogem Capital sold 24,019 Avantax, Inc. Common Stock shares in Q1 2021, an estimated $382K.
Apogem Capital first reported a position in Avantax, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
Apogem Capital's Avantax, Inc. Common Stock position peaked at $382K in Q4 2020.
143 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2021.

Based on Apogem Capital's 13F filing for Q1 2021, filed 14 May 2021.