Bank of Montreal’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bank of Montreal’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
2016 Q3	–	Sell	-10,000	Closed	-$104K	–	4242
2016 Q2	$104K	Sell	10,000 -140,000	-93%	-$1.1M	﹤0.01%	2785
2016 Q1	$774K	Buy	+150,000	New	+$1.05M	﹤0.01%	1867
2015 Q4	–	Sell	-51,000	Closed	-$702K	–	4474
2015 Q3	$702K	Buy	+51,000	New	+$731K	﹤0.01%	1706

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Bank of Montreal's AVTA Position: Q4 2022 in Review

Bank of Montreal sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2022, closing a stake of 309,631 shares — an estimated $6.22K sold.

Bank of Montreal first reported a position in AVTA in Q2 2013 and held it in 37 quarters. The position peaked at $1.1M in Q2 2013. 157 funds tracked by Wall St. Rank hold AVTA as of Q4 2022.

Bank of Montreal reported no remaining Avantax, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Bank of Montreal sold 309,631 Avantax, Inc. Common Stock shares in Q4 2022, an estimated $6.22K.
Bank of Montreal first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 37 quarters.
Bank of Montreal's Avantax, Inc. Common Stock position peaked at $1.1M in Q2 2013.
157 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.