ACM
AVTA

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

AUA Capital Management’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
Closed -$1K – 362
2021
Q1 		$1K Buy
46
+7
+18% +$117 ﹤0.01% 341
2020
Q4 		$1K Hold
39
– – ﹤0.01% 335
2020
Q3 		$0 Buy
+39
New +$431 ﹤0.01% 361

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

AUA Capital Management's AVTA Position: Q2 2021 in Review

AUA Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2021, closing a stake of 46 shares — an estimated $1K sold.

AUA Capital Management first reported a position in AVTA in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 155 funds tracked by Wall St. Rank hold AVTA as of Q2 2021.

  • AUA Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • AUA Capital Management sold 46 Avantax, Inc. Common Stock shares in Q2 2021, an estimated $1K.
  • AUA Capital Management first reported a position in Avantax, Inc. Common Stock in Q3 2020 and held it in 3 quarters.
  • AUA Capital Management's Avantax, Inc. Common Stock position peaked at $1K in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2021.

Based on AUA Capital Management's 13F filing for Q2 2021, filed 29 Jul 2021.