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 $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

ECM

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

HPC

Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

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

Newtyn Management New York $936M AUM 27.23% 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. 157 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.
157 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.