BAM
AVTA

Byrne Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Byrne Asset 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
2022
Q2 		– Sell
-100
Closed -$2K – 555
2022
Q1 		$2K Hold
100
– – ﹤0.01% 510
2021
Q4 		$2K Buy
+100
New +$1.7K ﹤0.01% 510

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Byrne Asset Management's AVTA Position: Q2 2022 in Review

Byrne Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2022, closing a stake of 100 shares — an estimated $2K sold.

Byrne Asset Management first reported a position in AVTA in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 149 funds tracked by Wall St. Rank hold AVTA as of Q2 2022.

  • Byrne Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Byrne Asset Management sold 100 Avantax, Inc. Common Stock shares in Q2 2022, an estimated $2K.
  • Byrne Asset Management first reported a position in Avantax, Inc. Common Stock in Q4 2021 and held it in 2 quarters.
  • Byrne Asset Management's Avantax, Inc. Common Stock position peaked at $2K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2022.

Based on Byrne Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.