Ellevest Inc’s Avantax, Inc. Common Stock AVTA Stock Holding History

Ellevest Inc’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	-98	Closed	-$2.58K	–	1788
2023 Q1	$2.58K	Buy	+98	New	+$2.66K	﹤0.01%	1393

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

VBA

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

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

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

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 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

Ellevest Inc's AVTA Position: Q2 2023 in Review

Ellevest Inc sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2023, closing a stake of 98 shares — an estimated $2.58K sold.

Ellevest Inc first reported a position in AVTA in Q1 2023 and held it in 1 quarter. The position peaked at $2.58K in Q1 2023. 147 funds tracked by Wall St. Rank hold AVTA as of Q2 2023.

Ellevest Inc reported no remaining Avantax, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 98 Avantax, Inc. Common Stock shares in Q2 2023, an estimated $2.58K.
Ellevest Inc first reported a position in Avantax, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Avantax, Inc. Common Stock position peaked at $2.58K in Q1 2023.
147 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.