EAM Investors’s Avantax, Inc. Common Stock AVTA Stock Holding History

EAM Investors’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 Q1	–	Sell	-55,494	Closed	-$1.42M	–	382
2022 Q4	$1.42M	Sell	55,494 -15,854	-22%	-$363K	0.29%	156
2022 Q3	$1.38M	Buy	+71,348	New	+$1.44M	0.3%	145
2018 Q3	–	Sell	-79,478	Closed	-$2.94M	–	387
2018 Q2	$2.94M	Buy	+79,478	New	+$2.56M	0.46%	96
2017 Q4	–	Sell	-173,498	Closed	-$4.39M	–	364
2017 Q3	$4.39M	Sell	173,498 -20,629	-11%	-$467K	0.58%	39
2017 Q2	$4.12M	Sell	194,127 -10,685	-5%	-$211K	0.68%	21
2017 Q1	$3.54M	Buy	+204,812	New	+$3.21M	0.56%	45
2014 Q1	–	Sell	-43,716	Closed	-$1.27M	–	362
2013 Q4	$1.27M	Buy	+43,716	New	+$1.18M	0.23%	229

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

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

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

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

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EAM Investors's AVTA Position: Q1 2023 in Review

EAM Investors sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 55,494 shares — an estimated $1.42M sold.

EAM Investors first reported a position in AVTA in Q4 2013 and held it in 7 quarters. The position peaked at $4.39M in Q3 2017. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

EAM Investors reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
EAM Investors sold 55,494 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $1.42M.
EAM Investors first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 7 quarters.
EAM Investors's Avantax, Inc. Common Stock position peaked at $4.39M in Q3 2017.
154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on EAM Investors's 13F filing for Q1 2023, filed 15 May 2023.