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
2022 Q3	–	Sell	-1,900	Closed	-$2K	–	5717
2022 Q2	$2K	Sell	1,900 -3,600	-65%	-$65.5K	﹤0.01%	4430
2022 Q1	$21K	Sell	5,500 -3,500	-39%	-$63.4K	﹤0.01%	3044
2021 Q4	$11K	Buy	9,000 +1,500	+20%	+$25.5K	﹤0.01%	3656
2021 Q3	$6K	Sell	7,500 -5,100	-40%	-$82.5K	﹤0.01%	4383
2021 Q2	$8K	Buy	+12,600	New	+$207K	﹤0.01%	4134
2017 Q4	–	Sell	-2,700	Closed	-$2K	–	6191
2017 Q3	$2K	Buy	2,700 +900	+50%	+$20.4K	﹤0.01%	5218
2017 Q2	$1K	Buy	+1,800	New	+$35.6K	﹤0.01%	6106
2017 Q1	–	Sell	-25,900	Closed	-$8K	–	7434
2016 Q4	$8K	Buy	+25,900	New	+$349K	﹤0.01%	4505
2016 Q3	–	Sell	-13,300	Closed	-$7K	–	7560
2016 Q2	$7K	Hold	13,300	–	–	﹤0.01%	4640
2016 Q1	$1K	Buy	+13,300	New	+$93.5K	﹤0.01%	6203

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

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

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.