MCC
AVTA

Money Concepts Capital’s Avantax, Inc. Common Stock AVTA Stock Holding History

Money Concepts Capital’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
-889
Closed -$22.7K – 3139
2022
Q4 		$22.7K Sell
889
-14,588
-94% -$334K ﹤0.01% 1612
2022
Q3 		$299K Buy
15,477
+691
+5% +$13.9K 0.02% 365
2022
Q2 		$278K Buy
14,786
+1,209
+9% +$22K 0.02% 350
2022
Q1 		$265K Buy
+13,577
New +$246K 0.01% 616

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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Money Concepts Capital's AVTA Position: Q1 2023 in Review

Money Concepts Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 889 shares — an estimated $22.7K sold.

Money Concepts Capital first reported a position in AVTA in Q1 2022 and held it in 4 quarters. The position peaked at $299K in Q3 2022. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

  • Money Concepts Capital reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 889 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $22.7K.
  • Money Concepts Capital first reported a position in Avantax, Inc. Common Stock in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Avantax, Inc. Common Stock position peaked at $299K in Q3 2022.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.