Landscape Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Landscape Capital 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
2022 Q4	–	Sell	-16,193	Closed	-$313K	–	1004
2022 Q3	$313K	Buy	+16,193	New	+$326K	0.04%	443
2020 Q1	–	Sell	-94,069	Closed	-$2.46M	–	884
2019 Q4	$2.46M	Buy	94,069 +11,561	+14%	+$259K	0.18%	146
2019 Q3	$1.78M	Buy	+82,508	New	+$2.08M	0.13%	179
2018 Q1	–	Sell	-9,313	Closed	-$206K	–	718
2017 Q4	$206K	Buy	+9,313	New	+$208K	0.02%	551
2015 Q3	–	Sell	-28,700	Closed	-$464K	–	774
2015 Q2	$464K	Buy	28,700 +4,535	+19%	+$69.9K	0.08%	382
2015 Q1	$330K	Buy	24,165 +4,465	+23%	+$62.3K	0.09%	326
2014 Q4	$273K	Buy	+19,700	New	+$290K	0.13%	298

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

ECM

Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

HPC

Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Landscape Capital Management's AVTA Position: Q4 2022 in Review

Landscape Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2022, closing a stake of 16,193 shares — an estimated $313K sold.

Landscape Capital Management first reported a position in AVTA in Q4 2014 and held it in 7 quarters. The position peaked at $2.46M in Q4 2019. 156 funds tracked by Wall St. Rank hold AVTA as of Q4 2022.

Landscape Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Landscape Capital Management sold 16,193 Avantax, Inc. Common Stock shares in Q4 2022, an estimated $313K.
Landscape Capital Management first reported a position in Avantax, Inc. Common Stock in Q4 2014 and held it in 7 quarters.
Landscape Capital Management's Avantax, Inc. Common Stock position peaked at $2.46M in Q4 2019.
156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2022.

Based on Landscape Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.