KIM
AVTA

Kestrel Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Kestrel Investment 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
2022
Q4 		$4.72M Sell
2022
Q3 		$3.69M Sell
2022
Q2 		$3.62M Sell
2022
Q1 		$4.01M Sell
2021
Q4 		$3.62M Sell
2021
Q3 		$3.3M Sell
2021
Q2 		$4.32M Sell
2021
Q1 		$4.15M Sell
2020
Q4 		$4.2M Buy