IAIM
AVTA

International Assets Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

International Assets Investment Management’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
Q2 		– Sell
-100
Closed -$2K – 2046
2021
Q1 		$2K Hold
100
– – ﹤0.01% 2059
2020
Q4 		$2K Buy
+100
New +$1.22K ﹤0.01% 1936

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

International Assets Investment Management's AVTA Position: Q2 2021 in Review

International Assets Investment Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

International Assets Investment Management first reported a position in AVTA in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 155 funds tracked by Wall St. Rank hold AVTA as of Q2 2021.

  • International Assets Investment Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 100 Avantax, Inc. Common Stock shares in Q2 2021, an estimated $2K.
  • International Assets Investment Management first reported a position in Avantax, Inc. Common Stock in Q4 2020 and held it in 2 quarters.
  • International Assets Investment Management's Avantax, Inc. Common Stock position peaked at $2K in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.