AI
AVTA

Atom Investors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Atom Investors’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
Q2 		– Sell
-46,991
Closed -$782K – 361
2021
Q1 		$782K Sell
46,991
-23,987
-34% -$402K 0.13% 126
2020
Q4 		$1.13M Buy
+70,978
New +$866K 0.11% 181

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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Atom Investors's AVTA Position: Q2 2021 in Review

Atom Investors sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2021, closing a stake of 46,991 shares — an estimated $782K sold.

Atom Investors first reported a position in AVTA in Q4 2020 and held it in 2 quarters. The position peaked at $1.13M in Q4 2020. 155 funds tracked by Wall St. Rank hold AVTA as of Q2 2021.

  • Atom Investors reported no remaining Avantax, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Atom Investors sold 46,991 Avantax, Inc. Common Stock shares in Q2 2021, an estimated $782K.
  • Atom Investors first reported a position in Avantax, Inc. Common Stock in Q4 2020 and held it in 2 quarters.
  • Atom Investors's Avantax, Inc. Common Stock position peaked at $1.13M in Q4 2020.
  • 155 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2021.

Based on Atom Investors's 13F filing for Q2 2021, filed 16 Aug 2021.