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

Globeflex 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
2021 Q2	–	Sell	-31,521	Closed	-$525K	–	504
2021 Q1	$525K	Hold	31,521	–	–	0.1%	291
2020 Q4	$501K	Hold	31,521	–	–	0.11%	294
2020 Q3	$297K	Hold	31,521	–	–	0.08%	330
2020 Q2	$360K	Buy	+31,521	New	+$396K	0.09%	333
2018 Q1	–	Sell	-25,782	Closed	-$570K	–	448
2017 Q4	$570K	Hold	25,782	–	–	0.16%	217
2017 Q3	$652K	Buy	25,782 +11,000	+74%	+$249K	0.19%	203
2017 Q2	$313K	Hold	14,782	–	–	0.08%	277
2017 Q1	$256K	Sell	14,782 -104,062	-88%	-$1.63M	0.06%	338
2016 Q4	$1.75M	Sell	118,844 -1,400	-1%	-$18.9K	0.44%	41
2016 Q3	$1.35M	Buy	+120,244	New	+$1.34M	0.34%	91
2014 Q1	–	Sell	-45,400	Closed	-$1.32M	–	698
2013 Q4	$1.32M	Buy	+45,400	New	+$1.23M	0.16%	164

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

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Globeflex Capital's AVTA Position: Q2 2021 in Review

Globeflex Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2021, closing a stake of 31,521 shares — an estimated $525K sold.

Globeflex Capital first reported a position in AVTA in Q4 2013 and held it in 11 quarters. The position peaked at $1.75M in Q4 2016. 155 funds tracked by Wall St. Rank hold AVTA as of Q2 2021.

Globeflex Capital reported no remaining Avantax, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Globeflex Capital sold 31,521 Avantax, Inc. Common Stock shares in Q2 2021, an estimated $525K.
Globeflex Capital first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 11 quarters.
Globeflex Capital's Avantax, Inc. Common Stock position peaked at $1.75M in Q4 2016.
155 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2021.

Based on Globeflex Capital's 13F filing for Q2 2021, filed 12 Aug 2021.