AFG
AVTA

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

Atomi Financial Group’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
Q3 		– Sell
-31,694
Closed -$709K – 388
2023
Q2 		$709K Sell
31,694
-5,602
-15% -$132K 0.32% 95
2023
Q1 		$982K Buy
+37,296
New +$1.01M 0.55% 46

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Atomi Financial Group's AVTA Position: Q3 2023 in Review

Atomi Financial Group sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2023, closing a stake of 31,694 shares — an estimated $709K sold.

Atomi Financial Group first reported a position in AVTA in Q1 2023 and held it in 2 quarters. The position peaked at $982K in Q1 2023. 161 funds tracked by Wall St. Rank hold AVTA as of Q3 2023.

  • Atomi Financial Group reported no remaining Avantax, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Atomi Financial Group sold 31,694 Avantax, Inc. Common Stock shares in Q3 2023, an estimated $709K.
  • Atomi Financial Group first reported a position in Avantax, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Atomi Financial Group's Avantax, Inc. Common Stock position peaked at $982K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2023.

Based on Atomi Financial Group's 13F filing for Q3 2023, filed 9 Nov 2023.