M&T Bank
AVTA

M&T Bank’s Avantax, Inc. Common Stock AVTA Stock Holding History

M&T Bank’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
2021
Q1 		– Sell
-16,770
Closed -$266K – 1752
2020
Q4 		$266K Sell
16,770
-14,764
-47% -$180K ﹤0.01% 1388
2020
Q3 		$296K Buy
31,534
+2,468
+8% +$27.3K ﹤0.01% 1241
2020
Q2 		$333K Buy
29,066
+4,584
+19% +$57.6K ﹤0.01% 1138
2020
Q1 		$295K Buy
24,482
+8,637
+55% +$167K ﹤0.01% 1135
2019
Q4 		$413K Buy
15,845
+5,190
+49% +$116K ﹤0.01% 936
2019
Q3 		$231K Buy
+10,655
New +$269K ﹤0.01% 1345

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
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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

M&T Bank's AVTA Position: Q1 2021 in Review

M&T Bank sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2021, closing a stake of 16,770 shares — an estimated $266K sold.

M&T Bank first reported a position in AVTA in Q3 2019 and held it in 6 quarters. The position peaked at $413K in Q4 2019. 143 funds tracked by Wall St. Rank hold AVTA as of Q1 2021.

  • M&T Bank reported no remaining Avantax, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • M&T Bank sold 16,770 Avantax, Inc. Common Stock shares in Q1 2021, an estimated $266K.
  • M&T Bank first reported a position in Avantax, Inc. Common Stock in Q3 2019 and held it in 6 quarters.
  • M&T Bank's Avantax, Inc. Common Stock position peaked at $413K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2021.

Based on M&T Bank's 13F filing for Q1 2021, filed 6 May 2021.