C.M. Bidwell & Associates’s Avantax, Inc. Common Stock AVTA Stock Holding History

C.M. Bidwell & Associates’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
2021 Q3	–	Sell	-11,510	Closed	-$199K	–	629
2021 Q2	$199K	Buy	+11,510	New	+$189K	0.13%	147
2017 Q4	–	Sell	-410	Closed	-$10K	–	460
2017 Q3	$10K	Sell	410 -8,045	-95%	-$182K	0.02%	213
2017 Q2	$179K	Buy	+8,455	New	+$167K	0.04%	156
2015 Q1	–	Sell	-12,425	Closed	-$172K	–	270
2014 Q4	$172K	Sell	12,425 -15,395	-55%	-$226K	0.04%	165
2014 Q3	$424K	Buy	+27,820	New	+$460K	0.1%	101
2014 Q2	–	Sell	-7,365	Closed	-$145K	–	297
2014 Q1	$145K	Sell	7,365 -420	-5%	-$9.71K	0.03%	177
2013 Q4	$227K	Sell	7,785 -2,095	-21%	-$56.6K	0.06%	145
2013 Q3	$227K	Sell	9,880 -1,500	-13%	-$31.2K	0.06%	137
2013 Q2	$211K	Buy	+11,380	New	+$193K	0.06%	123

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

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

C.M. Bidwell & Associates's AVTA Position: Q3 2021 in Review

C.M. Bidwell & Associates sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2021, closing a stake of 11,510 shares — an estimated $199K sold.

C.M. Bidwell & Associates first reported a position in AVTA in Q2 2013 and held it in 9 quarters. The position peaked at $424K in Q3 2014. 141 funds tracked by Wall St. Rank hold AVTA as of Q3 2021.

C.M. Bidwell & Associates reported no remaining Avantax, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
C.M. Bidwell & Associates sold 11,510 Avantax, Inc. Common Stock shares in Q3 2021, an estimated $199K.
C.M. Bidwell & Associates first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 9 quarters.
C.M. Bidwell & Associates's Avantax, Inc. Common Stock position peaked at $424K in Q3 2014.
141 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2021.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2021, filed 12 Nov 2021.