Delphia (USA)’s Avantax, Inc. Common Stock AVTA Stock Holding History

Delphia (USA)’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	-12,724	Closed	-$235K	–	445
2022 Q2	$235K	Buy	+12,724	New	+$231K	0.16%	244

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

Delphia (USA)'s AVTA Position: Q3 2022 in Review

Delphia (USA) sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2022, closing a stake of 12,724 shares — an estimated $235K sold.

Delphia (USA) first reported a position in AVTA in Q2 2022 and held it in 1 quarter. The position peaked at $235K in Q2 2022. 156 funds tracked by Wall St. Rank hold AVTA as of Q3 2022.

Delphia (USA) reported no remaining Avantax, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Delphia (USA) sold 12,724 Avantax, Inc. Common Stock shares in Q3 2022, an estimated $235K.
Delphia (USA) first reported a position in Avantax, Inc. Common Stock in Q2 2022 and held it in 1 quarter.
Delphia (USA)'s Avantax, Inc. Common Stock position peaked at $235K in Q2 2022.
156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2022.

Based on Delphia (USA)'s 13F filing for Q3 2022, filed 14 Nov 2022.