Michael Gelband’s Avantax, Inc. Common Stock AVTA Stock Holding History

Michael Gelband’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 Q1	–	Sell	-9,187	Closed	-$235K	–	2220
2022 Q4	$235K	Sell	9,187 -8,140	-47%	-$187K	﹤0.01%	1419
2022 Q3	$335K	Buy	+17,327	New	+$349K	﹤0.01%	1494
2021 Q3	–	Sell	-95,301	Closed	-$1.65M	–	2806
2021 Q2	$1.65M	Buy	+95,301	New	+$1.57M	0.02%	768
2020 Q4	–	Sell	-36,578	Closed	-$345K	–	2491
2020 Q3	$345K	Sell	36,578 -86,069	-70%	-$952K	0.01%	1212
2020 Q2	$1.4M	Buy	+122,647	New	+$1.54M	0.04%	578
2019 Q4	–	Sell	-9,598	Closed	-$208K	–	1984
2019 Q3	$208K	Sell	9,598 -2,370	-20%	-$59.8K	0.01%	1111
2019 Q2	$363K	Buy	+11,968	New	+$394K	0.01%	601

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

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

VBA

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Michael Gelband's AVTA Position: Q1 2023 in Review

Michael Gelband sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 9,187 shares — an estimated $235K sold.

Michael Gelband first reported a position in AVTA in Q2 2019 and held it in 7 quarters. The position peaked at $1.65M in Q2 2021. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

Michael Gelband reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Michael Gelband sold 9,187 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $235K.
Michael Gelband first reported a position in Avantax, Inc. Common Stock in Q2 2019 and held it in 7 quarters.
Michael Gelband's Avantax, Inc. Common Stock position peaked at $1.65M in Q2 2021.
154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on ExodusPoint Capital Management's 13F filing for Q1 2023, filed 11 May 2023.