JPLA
AVTA

Joseph P. Lucia & Associates’s Avantax, Inc. Common Stock AVTA Stock Holding History

Joseph P. Lucia & Associates’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
Q4 		– Sell
-33
Closed -$1K – 584
2021
Q3 		$1K Hold
33
– – ﹤0.01% 570
2021
Q2 		$1K Hold
33
– – ﹤0.01% 560
2021
Q1 		$1K Buy
+33
New +$554 ﹤0.01% 556

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

Joseph P. Lucia & Associates's AVTA Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2021, closing a stake of 33 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in AVTA in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 151 funds tracked by Wall St. Rank hold AVTA as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Avantax, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 33 Avantax, Inc. Common Stock shares in Q4 2021, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in Avantax, Inc. Common Stock in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Avantax, Inc. Common Stock position peaked at $1K in Q3 2021.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.