IndexIQ Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

IndexIQ Advisors’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
2022 Q1	$402K	Sell	20,569 -4,810	-19%	-$87.2K	0.01%	660
2021 Q4	$440K	Sell	25,379 -1,640	-6%	-$27.8K	0.01%	695
2021 Q3	$421K	Buy	27,019 +2,706	+11%	+$43.8K	0.01%	761
2021 Q2	$421K	Sell	24,313 -250	-1%	-$4.11K	0.01%	629
2021 Q1	$409K	Buy	24,563 +7,182	+41%	+$121K	0.01%	532
2020 Q4	$277K	Buy	17,381 +1,794	+12%	+$21.9K	0.01%	735
2020 Q3	$147K	Buy	15,587 +847	+6%	+$9.37K	0.01%	849
2020 Q2	$168K	Buy	+14,740	New	+$185K	0.01%	747
2018 Q1	–	Sell	-81,439	Closed	-$1.8M	–	692
2017 Q4	$1.8M	Buy	81,439 +31,341	+63%	+$699K	0.07%	172
2017 Q3	$1.27M	Buy	50,098 +22,722	+83%	+$514K	0.05%	161
2017 Q2	$580K	Buy	+27,376	New	+$542K	0.03%	216

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

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

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

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

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

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

IndexIQ Advisors's AVTA Position: Q1 2022 in Review

IndexIQ Advisors reduced its Avantax, Inc. Common Stock (AVTA) stake by 19% in Q1 2022, selling an estimated $87.2K and leaving 20,569 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #660.

IndexIQ Advisors first reported a position in AVTA in Q2 2017 and has held it in 11 quarters since. The position peaked at $1.8M in Q4 2017. 155 funds tracked by Wall St. Rank hold AVTA as of Q1 2022.

IndexIQ Advisors held 20,569 shares of Avantax, Inc. Common Stock worth $402K as of Q1 2022.
IndexIQ Advisors sold 4,810 Avantax, Inc. Common Stock shares in Q1 2022, an estimated $87.2K.
Avantax, Inc. Common Stock made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #660 holding.
IndexIQ Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2017 and has held it in 11 quarters since.
IndexIQ Advisors's Avantax, Inc. Common Stock position peaked at $1.8M in Q4 2017.
155 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.