ExodusPoint Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,187
| Closed | -$235K | – | 2119 |
|
|
2022
Q4 | $235K | Sell |
9,187
-8,140
| -47% | -$208K | ﹤0.01% | 1366 |
|
|
2022
Q3 | $335K | Buy |
+17,327
| New | +$335K | ﹤0.01% | 1462 |
|
|
2021
Q3 | – | Sell |
-95,301
| Closed | -$1.65M | – | 2721 |
|
|
2021
Q2 | $1.65M | Buy |
+95,301
| New | +$1.65M | 0.02% | 712 |
|
|
2020
Q4 | – | Sell |
-36,578
| Closed | -$345K | – | 2396 |
|
|
2020
Q3 | $345K | Sell |
36,578
-86,069
| -70% | -$812K | 0.01% | 1155 |
|
|
2020
Q2 | $1.4M | Buy |
+122,647
| New | +$1.4M | 0.04% | 560 |
|
|
2019
Q4 | – | Sell |
-9,598
| Closed | -$208K | – | 1929 |
|
|
2019
Q3 | $208K | Sell |
9,598
-2,370
| -20% | -$51.4K | 0.01% | 1082 |
|
|
2019
Q2 | $363K | Buy |
+11,968
| New | +$363K | 0.01% | 575 |
|