Hill Path Capital’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,312,749
| Closed | -$59M | – | 8 |
|
|
2022
Q4 | $59M | Hold |
2,312,749
| – | – | 2.77% | 4 |
|
|
2022
Q3 | $44.7M | Hold |
2,312,749
| – | – | 2.53% | 5 |
|
|
2022
Q2 | $42.7M | Hold |
2,312,749
| – | – | 2.42% | 5 |
|
|
2022
Q1 | $45.2M | Hold |
2,312,749
| – | – | 1.72% | 6 |
|
|
2021
Q4 | $40.1M | Buy |
2,312,749
+1,831,249
| +380% | +$31.7M | 1.76% | 6 |
|
|
2021
Q3 | $7.51M | Buy |
+481,500
| New | +$7.51M | 0.39% | 8 |
|