FG
AVTA

Formula Growth’s Avantax, Inc. Common Stock AVTA Stock Holding History

Formula Growth’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
2021
Q1 		– Sell
-210,655
Closed -$3.35M – 178
2020
Q4 		$3.35M Sell
210,655
-79,787
-27% -$974K 0.56% 46
2020
Q3 		$2.74M Buy
+290,442
New +$3.21M 0.51% 56

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Formula Growth's AVTA Position: Q1 2021 in Review

Formula Growth sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2021, closing a stake of 210,655 shares — an estimated $3.35M sold.

Formula Growth first reported a position in AVTA in Q3 2020 and held it in 2 quarters. The position peaked at $3.35M in Q4 2020. 143 funds tracked by Wall St. Rank hold AVTA as of Q1 2021.

  • Formula Growth reported no remaining Avantax, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Formula Growth sold 210,655 Avantax, Inc. Common Stock shares in Q1 2021, an estimated $3.35M.
  • Formula Growth first reported a position in Avantax, Inc. Common Stock in Q3 2020 and held it in 2 quarters.
  • Formula Growth's Avantax, Inc. Common Stock position peaked at $3.35M in Q4 2020.
  • 143 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2021.

Based on Formula Growth's 13F filing for Q1 2021, filed 14 May 2021.