Empirical Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Empirical Wealth Management’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 Q2	–	Sell	-38,745	Closed	-$757K	–	543
2022 Q1	$757K	Hold	38,745	–	–	0.04%	257
2021 Q4	$671K	Sell	38,745 -175,514	-82%	-$2.98M	0.03%	287
2021 Q3	$3.34M	Hold	214,259	–	–	0.19%	83
2021 Q2	$3.71M	Buy	214,259 +12	+0%	+$197	0.22%	74
2021 Q1	$3.56M	Hold	214,247	–	–	0.29%	63
2020 Q4	$3.41M	Sell	214,247 -275,652	-56%	-$3.36M	0.26%	60
2020 Q3	$4.62M	Hold	489,899	–	–	0.39%	46
2020 Q2	$5.59M	Buy	+489,899	New	+$6.15M	0.52%	37

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

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

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

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

Empirical Wealth Management's AVTA Position: Q2 2022 in Review

Empirical Wealth Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2022, closing a stake of 38,745 shares — an estimated $757K sold.

Empirical Wealth Management first reported a position in AVTA in Q2 2020 and held it in 8 quarters. The position peaked at $5.59M in Q2 2020. 149 funds tracked by Wall St. Rank hold AVTA as of Q2 2022.

Empirical Wealth Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
Empirical Wealth Management sold 38,745 Avantax, Inc. Common Stock shares in Q2 2022, an estimated $757K.
Empirical Wealth Management first reported a position in Avantax, Inc. Common Stock in Q2 2020 and held it in 8 quarters.
Empirical Wealth Management's Avantax, Inc. Common Stock position peaked at $5.59M in Q2 2020.
149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.