JAM
AVTA

Jupiter Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Jupiter Asset Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$7.17M Hold
2022
Q3 		$5.43M Buy
2022
Q2 		$2.93M Buy