HI
AVTA

Harbour Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History

Harbour Investments’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
Q4 		– Sell
-210
Closed -$3K – 3865
2021
Q3 		$3K Sell
210
-1,800
-90% -$29.1K ﹤0.01% 3250
2021
Q2 		$35K Hold
2,010
– – ﹤0.01% 2016
2021
Q1 		$33K Buy
+2,010
New +$33.7K ﹤0.01% 1918

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
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harbour Investments's AVTA Position: Q4 2021 in Review

Harbour Investments sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2021, closing a stake of 210 shares — an estimated $3K sold.

Harbour Investments first reported a position in AVTA in Q1 2021 and held it in 3 quarters. The position peaked at $35K in Q2 2021. 151 funds tracked by Wall St. Rank hold AVTA as of Q4 2021.

  • Harbour Investments reported no remaining Avantax, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 210 Avantax, Inc. Common Stock shares in Q4 2021, an estimated $3K.
  • Harbour Investments first reported a position in Avantax, Inc. Common Stock in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's Avantax, Inc. Common Stock position peaked at $35K in Q2 2021.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.