Jump Financial’s Avantax, Inc. Common Stock AVTA Stock Holding History

Jump Financial’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	-29,700	Closed	-$514K	–	1609
2021 Q2	$514K	Buy	+29,700	New	+$488K	0.05%	468

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Jump Financial's AVTA Position: Q3 2021 in Review

Jump Financial sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2021, closing a stake of 29,700 shares — an estimated $514K sold.

Jump Financial first reported a position in AVTA in Q2 2021 and held it in 1 quarter. The position peaked at $514K in Q2 2021. 141 funds tracked by Wall St. Rank hold AVTA as of Q3 2021.

Jump Financial reported no remaining Avantax, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
Jump Financial sold 29,700 Avantax, Inc. Common Stock shares in Q3 2021, an estimated $514K.
Jump Financial first reported a position in Avantax, Inc. Common Stock in Q2 2021 and held it in 1 quarter.
Jump Financial's Avantax, Inc. Common Stock position peaked at $514K in Q2 2021.
141 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2021.

Based on Jump Financial's 13F filing for Q3 2021, filed 12 Nov 2021.