Benefit Street Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Benefit Street Partners’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
2022 Q1	–	Sell	-59,100	Closed	-$1.02M	–	44
2021 Q4	$1.02M	Hold	59,100	–	–	0.34%	33
2021 Q3	$921K	Hold	59,100	–	–	0.35%	29
2021 Q2	$1.02M	Buy	59,100 +31,100	+111%	+$511K	0.39%	31
2021 Q1	$466K	Buy	+28,000	New	+$470K	0.07%	38

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

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

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

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

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

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

Benefit Street Partners's AVTA Position: Q1 2022 in Review

Benefit Street Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2022, closing a stake of 59,100 shares — an estimated $1.02M sold.

Benefit Street Partners first reported a position in AVTA in Q1 2021 and held it in 4 quarters. The position peaked at $1.02M in Q4 2021. 155 funds tracked by Wall St. Rank hold AVTA as of Q1 2022.

Benefit Street Partners reported no remaining Avantax, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Benefit Street Partners sold 59,100 Avantax, Inc. Common Stock shares in Q1 2022, an estimated $1.02M.
Benefit Street Partners first reported a position in Avantax, Inc. Common Stock in Q1 2021 and held it in 4 quarters.
Benefit Street Partners's Avantax, Inc. Common Stock position peaked at $1.02M in Q4 2021.
155 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2022.

Based on Benefit Street Partners's 13F filing for Q1 2022, filed 16 May 2022.