JG
AVTA

Jefferies Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Jefferies Group’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
2014
Q4 		– Sell
-27,500
Closed -$419K – 2429
2014
Q3 		$419K Hold
27,500
– – ﹤0.01% 1415
2014
Q2 		$519K Buy
+27,500
New +$518K ﹤0.01% 1219

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
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
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

Jefferies Group's AVTA Position: Q4 2021 in Review

Jefferies Group sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2021, closing a stake of 25,350 shares — an estimated $395K sold.

Jefferies Group first reported a position in AVTA in Q2 2013 and held it in 11 quarters. The position peaked at $924K in Q3 2019. 151 funds tracked by Wall St. Rank hold AVTA as of Q4 2021.

  • Jefferies Group reported no remaining Avantax, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Jefferies Group sold 25,350 Avantax, Inc. Common Stock shares in Q4 2021, an estimated $395K.
  • Jefferies Group first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 11 quarters.
  • Jefferies Group's Avantax, Inc. Common Stock position peaked at $924K in Q3 2019.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.