GRP
AVTA

Global Retirement Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Global Retirement Partners’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
-1,336
Closed -$21K – 1932
2020
Q4 		$21K Buy
1,336
+106
+9% +$1.29K ﹤0.01% 1027
2020
Q3 		$12K Hold
1,230
– – ﹤0.01% 1103
2020
Q2 		$14K Buy
1,230
+214
+21% +$2.69K ﹤0.01% 1025
2020
Q1 		$12K Buy
1,016
+24
+2% +$463 ﹤0.01% 995
2019
Q4 		$26K Buy
992
+154
+18% +$3.45K ﹤0.01% 859
2019
Q3 		$18K Buy
+838
New +$21.1K ﹤0.01% 943

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

Global Retirement Partners's AVTA Position: Q1 2021 in Review

Global Retirement Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2021, closing a stake of 1,336 shares — an estimated $21K sold.

Global Retirement Partners first reported a position in AVTA in Q3 2019 and held it in 6 quarters. The position peaked at $26K in Q4 2019. 143 funds tracked by Wall St. Rank hold AVTA as of Q1 2021.

  • Global Retirement Partners reported no remaining Avantax, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Global Retirement Partners sold 1,336 Avantax, Inc. Common Stock shares in Q1 2021, an estimated $21K.
  • Global Retirement Partners first reported a position in Avantax, Inc. Common Stock in Q3 2019 and held it in 6 quarters.
  • Global Retirement Partners's Avantax, Inc. Common Stock position peaked at $26K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2021.

Based on Global Retirement Partners's 13F filing for Q1 2021, filed 14 Apr 2021.