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
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-281,024
Closed -$7.17M – 520
2022
Q4 		$7.17M Hold
281,024
– – 0.1% 197
2022
Q3 		$5.44M Buy
281,024
+122,424
+77% +$2.37M 0.08% 230
2022
Q2 		$2.93M Buy
+158,600
New +$2.93M 0.04% 321