CIM
AVTA

CIM Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

CIM Investment 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
Q4 		– Sell
-15,569
Closed -$301K – 257
2022
Q3 		$301K Hold
15,569
– – 0.13% 156
2022
Q2 		$287K Hold
15,569
– – 0.12% 170
2022
Q1 		$304K Sell
15,569
-1,815
-10% -$32.9K 0.1% 182
2021
Q4 		$301K Hold
17,384
– – 0.09% 210
2021
Q3 		$271K Hold
17,384
– – 0.09% 221
2021
Q2 		$301K Hold
17,384
– – 0.09% 205
2021
Q1 		$289K Sell
17,384
-10,245
-37% -$172K 0.09% 207
2020
Q4 		$440K Buy
27,629
+11,839
+75% +$144K 0.14% 146
2020
Q3 		$149K Buy
15,790
+227
+1% +$2.51K 0.06% 248
2020
Q2 		$178K Buy
15,563
+2,649
+21% +$33.3K 0.07% 229
2020
Q1 		$156K Hold
12,914
– – 0.08% 172
2019
Q4 		$338K Sell
12,914
-10,094
-44% -$226K 0.13% 149
2019
Q3 		$498K Buy
23,008
+6,452
+39% +$163K 0.19% 127
2019
Q2 		$503K Sell
16,556
-344
-2% -$11.3K 0.18% 131
2019
Q1 		$564K Sell
16,900
-143
-0.8% -$4.17K 0.22% 106
2018
Q4 		$454K Buy
17,043
+6,011
+54% +$184K 0.2% 118
2018
Q3 		$444K Buy
+11,032
New +$402K 0.16% 176
2018
Q2 		– Sell
-8,359
Closed -$206K – 364
2018
Q1 		$206K Buy
+8,359
New +$199K 0.07% 311

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
ECM
Engine Capital Management New York $828M AUM 6.49% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

CIM Investment Management's AVTA Position: Q4 2022 in Review

CIM Investment Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2022, closing a stake of 15,569 shares — an estimated $301K sold.

CIM Investment Management first reported a position in AVTA in Q1 2018 and held it in 18 quarters. The position peaked at $564K in Q1 2019. 157 funds tracked by Wall St. Rank hold AVTA as of Q4 2022.

  • CIM Investment Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • CIM Investment Management sold 15,569 Avantax, Inc. Common Stock shares in Q4 2022, an estimated $301K.
  • CIM Investment Management first reported a position in Avantax, Inc. Common Stock in Q1 2018 and held it in 18 quarters.
  • CIM Investment Management's Avantax, Inc. Common Stock position peaked at $564K in Q1 2019.
  • 157 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2022.

Based on CIM Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.