II
AVTA

Inspire Investing’s Avantax, Inc. Common Stock AVTA Stock Holding History

Inspire Investing’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
Q3 		– Sell
-15,840
Closed -$274K – 960
2021
Q2 		$274K Buy
15,840
+480
+3% +$7.88K 0.04% 548
2021
Q1 		$256K Sell
15,360
-3,798
-20% -$63.7K 0.04% 556
2020
Q4 		$305K Buy
19,158
+4,740
+33% +$57.8K 0.07% 436
2020
Q3 		$136K Buy
+14,418
New +$160K 0.04% 417

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

Inspire Investing's AVTA Position: Q3 2021 in Review

Inspire Investing sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2021, closing a stake of 15,840 shares — an estimated $274K sold.

Inspire Investing first reported a position in AVTA in Q3 2020 and held it in 4 quarters. The position peaked at $305K in Q4 2020. 141 funds tracked by Wall St. Rank hold AVTA as of Q3 2021.

  • Inspire Investing reported no remaining Avantax, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Inspire Investing sold 15,840 Avantax, Inc. Common Stock shares in Q3 2021, an estimated $274K.
  • Inspire Investing first reported a position in Avantax, Inc. Common Stock in Q3 2020 and held it in 4 quarters.
  • Inspire Investing's Avantax, Inc. Common Stock position peaked at $305K in Q4 2020.
  • 141 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.