HSBC Holdings’s Avantax, Inc. Common Stock AVTA Stock Holding History

HSBC Holdings’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 Q1	–	Sell	-12,642	Closed	-$324K	–	3180
2022 Q4	$324K	Buy	+12,642	New	+$290K	﹤0.01%	2499
2022 Q3	–	Sell	-13,234	Closed	-$246K	–	3351
2022 Q2	$246K	Sell	13,234 -1,920	-13%	-$34.9K	﹤0.01%	2760
2022 Q1	$302K	Buy	+15,154	New	+$275K	﹤0.01%	2747
2019 Q4	–	Sell	-12,524	Closed	-$271K	–	3230
2019 Q3	$271K	Buy	+12,524	New	+$316K	﹤0.01%	2693
2018 Q3	–	Sell	-98,079	Closed	-$3.63M	–	2698
2018 Q2	$3.63M	Buy	+98,079	New	+$3.16M	0.01%	1275

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

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

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

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

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

HSBC Holdings's AVTA Position: Q1 2023 in Review

HSBC Holdings sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 12,642 shares — an estimated $324K sold.

HSBC Holdings first reported a position in AVTA in Q2 2018 and held it in 5 quarters. The position peaked at $3.63M in Q2 2018. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

HSBC Holdings reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
HSBC Holdings sold 12,642 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $324K.
HSBC Holdings first reported a position in Avantax, Inc. Common Stock in Q2 2018 and held it in 5 quarters.
HSBC Holdings's Avantax, Inc. Common Stock position peaked at $3.63M in Q2 2018.
154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on HSBC Holdings's 13F filing for Q1 2023, filed 15 May 2023.