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

GSA Capital 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
2023 Q3	–	Sell	-72,691	Closed	-$1.63M	–	2039
2023 Q2	$1.63M	Buy	72,691 +62,701	+628%	+$1.48M	0.16%	115
2023 Q1	$263K	Sell	9,990 -44,219	-82%	-$1.2M	0.03%	1106
2022 Q4	$1.38M	Sell	54,209 -11,830	-18%	-$271K	0.17%	84
2022 Q3	$1.28M	Buy	66,039 +8,917	+16%	+$179K	0.17%	81
2022 Q2	$1.05M	Buy	57,122 +34,821	+156%	+$633K	0.16%	126
2022 Q1	$436K	Sell	22,301 -12,129	-35%	-$220K	0.06%	632
2021 Q4	$596K	Buy	+34,430	New	+$584K	0.07%	488
2021 Q3	–	Sell	-150,741	Closed	-$2.61M	–	1868
2021 Q2	$2.61M	Buy	+150,741	New	+$2.48M	0.29%	26
2020 Q4	–	Sell	-181,062	Closed	-$1.71M	–	1694
2020 Q3	$1.71M	Buy	+181,062	New	+$2M	0.28%	28
2020 Q1	–	Sell	-26,480	Closed	-$692K	–	1676
2019 Q4	$692K	Buy	26,480 +13,635	+106%	+$305K	0.08%	432
2019 Q3	$278K	Sell	12,845 -11,187	-47%	-$282K	0.04%	964
2019 Q2	$730K	Buy	24,032 +15,572	+184%	+$512K	0.08%	425
2019 Q1	$282K	Sell	8,460 -42,346	-83%	-$1.23M	0.03%	1030
2018 Q4	$1.35M	Buy	50,806 +40,680	+402%	+$1.25M	0.16%	121
2018 Q3	$408K	Buy	+10,126	New	+$369K	0.02%	1172
2017 Q4	–	Sell	-9,972	Closed	-$252K	–	1882
2017 Q3	$252K	Sell	9,972 -49,441	-83%	-$1.12M	0.02%	1338
2017 Q2	$1.26M	Buy	+59,413	New	+$1.18M	0.08%	387
2016 Q2	–	Sell	-120,247	Closed	-$620K	–	1962
2016 Q1	$620K	Buy	120,247 +25,205	+27%	+$177K	0.04%	857
2015 Q4	$931K	Buy	+95,042	New	+$1.05M	0.05%	754
2015 Q3	–	Sell	-20,311	Closed	-$328K	–	2085
2015 Q2	$328K	Buy	20,311 +1,851	+10%	+$28.5K	0.01%	1578
2015 Q1	$252K	Buy	+18,460	New	+$257K	0.01%	1807
2014 Q1	–	Sell	-20,100	Closed	-$586K	–	1846
2013 Q4	$586K	Buy	+20,100	New	+$543K	0.05%	728

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GSA Capital Partners's AVTA Position: Q3 2023 in Review

GSA Capital Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2023, closing a stake of 72,691 shares — an estimated $1.63M sold.

GSA Capital Partners first reported a position in AVTA in Q4 2013 and held it in 22 quarters. The position peaked at $2.61M in Q2 2021. 161 funds tracked by Wall St. Rank hold AVTA as of Q3 2023.

GSA Capital Partners reported no remaining Avantax, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
GSA Capital Partners sold 72,691 Avantax, Inc. Common Stock shares in Q3 2023, an estimated $1.63M.
GSA Capital Partners first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 22 quarters.
GSA Capital Partners's Avantax, Inc. Common Stock position peaked at $2.61M in Q2 2021.
161 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2023.

Based on GSA Capital Partners's 13F filing for Q3 2023, filed 15 Nov 2023.