Blue Trust Inc’s Avantax, Inc. Common Stock AVTA Stock Holding History

Blue Trust Inc’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	-41	Closed	-$1K	–	2349
2023 Q2	$1K	Hold	41	–	–	﹤0.01%	1972
2023 Q1	$1K	Buy	+41	New	+$1.11K	﹤0.01%	2252

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

Blue Trust Inc's AVTA Position: Q3 2023 in Review

Blue Trust Inc sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2023, closing a stake of 41 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in AVTA in Q1 2023 and held it in 2 quarters. The position peaked at $1K in Q2 2023. 161 funds tracked by Wall St. Rank hold AVTA as of Q3 2023.

Blue Trust Inc reported no remaining Avantax, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Blue Trust Inc sold 41 Avantax, Inc. Common Stock shares in Q3 2023, an estimated $1K.
Blue Trust Inc first reported a position in Avantax, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
Blue Trust Inc's Avantax, Inc. Common Stock position peaked at $1K in Q2 2023.
161 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.