Man Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Man Group’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 Q3	–	Sell	-9,367	Closed	-$210K	–	2228
2023 Q2	$210K	Buy	+9,367	New	+$221K	﹤0.01%	1812
2023 Q1	–	Hold	0	–	–	–	1436
2021 Q3	–	Sell	-10,870	Closed	-$188K	–	2159
2021 Q2	$188K	Buy	+10,870	New	+$179K	﹤0.01%	1813
2020 Q4	–	Sell	-12,627	Closed	-$119K	–	1966
2020 Q3	$119K	Buy	+12,627	New	+$140K	﹤0.01%	1735
2020 Q2	–	Sell	-10,493	Closed	-$127K	–	1860
2020 Q1	$127K	Buy	+10,493	New	+$202K	﹤0.01%	1502
2018 Q4	–	Sell	-38,880	Closed	-$1.56M	–	2166
2018 Q3	$1.56M	Sell	38,880 -319,474	-89%	-$11.6M	0.01%	1503
2018 Q2	$13.3M	Sell	358,354 -132,613	-27%	-$4.28M	0.05%	435
2018 Q1	$12.1M	Buy	+490,967	New	+$11.7M	0.06%	397

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Man Group's AVTA Position: Q3 2023 in Review

Man Group sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2023, closing a stake of 9,367 shares — an estimated $210K sold.

Man Group first reported a position in AVTA in Q1 2018 and held it in 7 quarters. The position peaked at $13.3M in Q2 2018. 161 funds tracked by Wall St. Rank hold AVTA as of Q3 2023.

Man Group reported no remaining Avantax, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Man Group sold 9,367 Avantax, Inc. Common Stock shares in Q3 2023, an estimated $210K.
Man Group first reported a position in Avantax, Inc. Common Stock in Q1 2018 and held it in 7 quarters.
Man Group's Avantax, Inc. Common Stock position peaked at $13.3M in Q2 2018.
161 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2023.

Based on Man Group's 13F filing for Q3 2023, filed 14 Nov 2023.