Meeder Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Meeder Asset 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	-52	Closed	-$1K	–	2148
2022 Q3	$1K	Buy	52 +51	+5,100%	+$1.03K	﹤0.01%	2055
2022 Q2	$0	Buy	+1	New	+$18	﹤0.01%	2494
2020 Q2	–	Sell	-140	Closed	-$2K	–	2581
2020 Q1	$2K	Hold	140	–	–	﹤0.01%	2133
2019 Q4	$4K	Hold	140	–	–	﹤0.01%	1875
2019 Q3	$3K	Buy	+140	New	+$3.53K	﹤0.01%	1905
2019 Q1	–	Sell	-780	Closed	-$20K	–	1912
2018 Q4	$20K	Sell	780 -287	-27%	-$8.79K	﹤0.01%	1070
2018 Q3	$43K	Sell	1,067 -1,518	-59%	-$55.3K	﹤0.01%	827
2018 Q2	$95.6K	Buy	2,585 +2,214	+597%	+$71.4K	0.01%	633
2018 Q1	$9K	Buy	371 +79	+27%	+$1.88K	﹤0.01%	1106
2017 Q4	$6K	Buy	+292	New	+$6.51K	﹤0.01%	1281

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

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

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

Meeder Asset Management's AVTA Position: Q4 2022 in Review

Meeder Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2022, closing a stake of 52 shares — an estimated $1K sold.

Meeder Asset Management first reported a position in AVTA in Q4 2017 and held it in 10 quarters. The position peaked at $95.6K in Q2 2018. 156 funds tracked by Wall St. Rank hold AVTA as of Q4 2022.

Meeder Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 52 Avantax, Inc. Common Stock shares in Q4 2022, an estimated $1K.
Meeder Asset Management first reported a position in Avantax, Inc. Common Stock in Q4 2017 and held it in 10 quarters.
Meeder Asset Management's Avantax, Inc. Common Stock position peaked at $95.6K in Q2 2018.
156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.