CG
AVTA

Cutler Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Cutler Group’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
-9,101
Closed -$147K – 6581
2021
Q2 		$157K Buy
9,101
+210
+2% +$3.45K 0.01% 1519
2021
Q1 		$147K Buy
8,891
+5,194
+140% +$87.2K 0.01% 1479
2020
Q4 		$58K Buy
+3,697
New +$45.1K ﹤0.01% 1897
2019
Q3 		– Sell
-100
Closed -$3K – 4863
2019
Q2 		$3K Hold
100
– – ﹤0.01% 3451
2019
Q1 		$3K Hold
100
– – ﹤0.01% 3283
2018
Q4 		$2K Buy
+100
New +$3.06K ﹤0.01% 3481
2017
Q4 		– Sell
-1,364
Closed -$34K – 6192
2017
Q3 		$34K Buy
+1,364
New +$30.9K ﹤0.01% 2629
2017
Q1 		– Sell
-426
Closed -$6K – 7435
2016
Q4 		$6K Sell
426
-600
-58% -$8.09K ﹤0.01% 4812
2016
Q3 		$11K Sell
1,026
-1,674
-62% -$18.6K ﹤0.01% 4147
2016
Q2 		$27K Buy
2,700
+2,200
+440% +$17.3K ﹤0.01% 3050
2016
Q1 		$2K Hold
500
– – ﹤0.01% 5720
2015
Q4 		$4K Buy
+500
New +$5.52K ﹤0.01% 5147

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
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
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Cutler Group's AVTA Position: Q3 2021 in Review

Cutler Group sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2021, closing a stake of 9,101 shares — an estimated $147K sold.

Cutler Group first reported a position in AVTA in Q4 2015 and held it in 12 quarters. The position peaked at $157K in Q2 2021. 141 funds tracked by Wall St. Rank hold AVTA as of Q3 2021.

  • Cutler Group reported no remaining Avantax, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Cutler Group sold 9,101 Avantax, Inc. Common Stock shares in Q3 2021, an estimated $147K.
  • Cutler Group first reported a position in Avantax, Inc. Common Stock in Q4 2015 and held it in 12 quarters.
  • Cutler Group's Avantax, Inc. Common Stock position peaked at $157K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2021.

Based on Cutler Group's 13F filing for Q3 2021, filed 26 Oct 2021.