FLC
AVTA

Fifth Lane Capital’s Avantax, Inc. Common Stock AVTA Stock Holding History

Fifth Lane Capital’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
Q3 		– Sell
-21,397
Closed -$479K – 263
2023
Q2 		$479K Buy
+21,397
New +$504K 0.14% 63

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fifth Lane Capital's AVTA Position: Q3 2023 in Review

Fifth Lane Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2023, closing a stake of 21,397 shares — an estimated $479K sold.

Fifth Lane Capital first reported a position in AVTA in Q2 2023 and held it in 1 quarter. The position peaked at $479K in Q2 2023. 161 funds tracked by Wall St. Rank hold AVTA as of Q3 2023.

  • Fifth Lane Capital reported no remaining Avantax, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Fifth Lane Capital sold 21,397 Avantax, Inc. Common Stock shares in Q3 2023, an estimated $479K.
  • Fifth Lane Capital first reported a position in Avantax, Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • Fifth Lane Capital's Avantax, Inc. Common Stock position peaked at $479K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2023.

Based on Fifth Lane Capital's 13F filing for Q3 2023, filed 14 Nov 2023.