CC
AVTA

Cipher Capital’s Avantax, Inc. Common Stock AVTA Stock Holding History

Cipher Capital’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
Q2 		– Sell
-8,944
Closed -$235K – 743
2023
Q1 		$235K Buy
+8,944
New +$243K 0.04% 433
2018
Q3 		– Sell
-6,518
Closed -$241K – 652
2018
Q2 		$241K Sell
6,518
-3,708
-36% -$120K 0.05% 403
2018
Q1 		$252K Sell
10,226
-38,047
-79% -$905K 0.03% 504
2017
Q4 		$1.07M Buy
48,273
+21,971
+84% +$490K 0.08% 351
2017
Q3 		$665K Buy
+26,302
New +$595K 0.05% 457

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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Cipher Capital's AVTA Position: Q2 2023 in Review

Cipher Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2023, closing a stake of 8,944 shares — an estimated $235K sold.

Cipher Capital first reported a position in AVTA in Q3 2017 and held it in 5 quarters. The position peaked at $1.07M in Q4 2017. 147 funds tracked by Wall St. Rank hold AVTA as of Q2 2023.

  • Cipher Capital reported no remaining Avantax, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Cipher Capital sold 8,944 Avantax, Inc. Common Stock shares in Q2 2023, an estimated $235K.
  • Cipher Capital first reported a position in Avantax, Inc. Common Stock in Q3 2017 and held it in 5 quarters.
  • Cipher Capital's Avantax, Inc. Common Stock position peaked at $1.07M in Q4 2017.
  • 147 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2023.

Based on Cipher Capital's 13F filing for Q2 2023, filed 14 Aug 2023.