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

Bessemer 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	-55	Closed	-$1K	–	2384
2023 Q2	$1K	Buy	+55	New	+$1.29K	﹤0.01%	2254
2019 Q4	–	Sell	-506	Closed	-$11K	–	1787
2019 Q3	$11K	Buy	+506	New	+$12.8K	﹤0.01%	1469
2018 Q4	–	Sell	-103	Closed	-$4K	–	2084
2018 Q3	$4K	Sell	103 -19,797	-99%	-$721K	﹤0.01%	1725
2018 Q2	$736K	Sell	19,900 -27,400	-58%	-$884K	﹤0.01%	654
2018 Q1	$1.16M	Hold	47,300	–	–	﹤0.01%	548
2017 Q4	$1.04M	Sell	47,300 -13,300	-22%	-$296K	﹤0.01%	597
2017 Q3	$1.53M	Hold	60,600	–	–	0.01%	524
2017 Q2	$1.28M	Buy	60,600 +30,000	+98%	+$594K	0.01%	593
2017 Q1	$529K	Buy	+30,600	New	+$479K	﹤0.01%	875
2015 Q1	–	Sell	-137,362	Closed	-$1.9M	–	1605
2014 Q4	$1.9M	Sell	137,362 -212,638	-61%	-$3.13M	0.01%	385
2014 Q3	$5.33M	Hold	350,000	–	–	0.03%	246
2014 Q2	$6.61M	Buy	+350,000	New	+$6.59M	0.04%	205
2013 Q3	–	Sell	-84,800	Closed	-$1.57M	–	1400
2013 Q2	$1.57M	Buy	+84,800	New	+$1.44M	0.01%	327

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Bessemer Group's AVTA Position: Q3 2023 in Review

Bessemer Group sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2023, closing a stake of 55 shares — an estimated $1K sold.

Bessemer Group first reported a position in AVTA in Q2 2013 and held it in 13 quarters. The position peaked at $6.61M in Q2 2014. 161 funds tracked by Wall St. Rank hold AVTA as of Q3 2023.

Bessemer Group reported no remaining Avantax, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Bessemer Group sold 55 Avantax, Inc. Common Stock shares in Q3 2023, an estimated $1K.
Bessemer Group first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 13 quarters.
Bessemer Group's Avantax, Inc. Common Stock position peaked at $6.61M in Q2 2014.
161 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2023.

Based on Bessemer Group's 13F filing for Q3 2023, filed 13 Nov 2023.