KI
AVTA

Kula Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History

Kula Investments’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 		$313K Buy
+11,907
New +$323K 0.08% 449

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

Kula Investments's AVTA Position: Q1 2023 in Review

Kula Investments opened a new position in Avantax, Inc. Common Stock (AVTA) in Q1 2023: 11,907 shares worth $313K. The stake represents 0.08% of the portfolio and ranks #449 among its holdings.

154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

  • Kula Investments held 11,907 shares of Avantax, Inc. Common Stock worth $313K as of Q1 2023.
  • Avantax, Inc. Common Stock was a new Kula Investments position in Q1 2023.
  • Avantax, Inc. Common Stock made up 0.08% of Kula Investments's portfolio in Q1 2023, its #449 holding.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.