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 Change in
Stake 		Trade Value 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 		$5.43M Buy
281,024
+122,424
+77% +$2.46M 0.08% 230
2022
Q2 		$2.93M Buy
+158,600
New +$2.88M 0.04% 321

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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jupiter Asset Management's AVTA Position: Q1 2023 in Review

Jupiter Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 281,024 shares — an estimated $7.17M sold.

Jupiter Asset Management first reported a position in AVTA in Q2 2022 and held it in 3 quarters. The position peaked at $7.17M in Q4 2022. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

  • Jupiter Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Jupiter Asset Management sold 281,024 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $7.17M.
  • Jupiter Asset Management first reported a position in Avantax, Inc. Common Stock in Q2 2022 and held it in 3 quarters.
  • Jupiter Asset Management's Avantax, Inc. Common Stock position peaked at $7.17M in Q4 2022.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on Jupiter Asset Management's 13F filing for Q1 2023, filed 10 May 2023.