JCIA
AVTA

Jackson Creek Investment Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Jackson Creek Investment 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
Q4 		– Sell
-46,968
Closed -$908K – 393
2022
Q3 		$908K Sell
46,968
-2,055
-4% -$41.3K 0.43% 72
2022
Q2 		$980K Buy
+49,023
New +$892K 0.4% 110

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 $3.1B AUM 12.88% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Jackson Creek Investment Advisors's AVTA Position: Q4 2022 in Review

Jackson Creek Investment Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2022, closing a stake of 46,968 shares — an estimated $908K sold.

Jackson Creek Investment Advisors first reported a position in AVTA in Q2 2022 and held it in 2 quarters. The position peaked at $980K in Q2 2022. 157 funds tracked by Wall St. Rank hold AVTA as of Q4 2022.

  • Jackson Creek Investment Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 46,968 Avantax, Inc. Common Stock shares in Q4 2022, an estimated $908K.
  • Jackson Creek Investment Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2022 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Avantax, Inc. Common Stock position peaked at $980K in Q2 2022.
  • 157 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.