MOACM
AVTA

Mutual of America Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Mutual of America Capital 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
2023
Q2 		– Sell
-8,199
Closed -$216K – 1501
2023
Q1 		$216K Sell
8,199
-1,836
-18% -$49.9K ﹤0.01% 1381
2022
Q4 		$256K Buy
10,035
+536
+6% +$12.3K ﹤0.01% 1325
2022
Q3 		$184K Buy
9,499
+1,564
+20% +$31.5K ﹤0.01% 1387
2022
Q2 		$146K Buy
7,935
+915
+13% +$16.6K ﹤0.01% 1418
2022
Q1 		$137K Buy
7,020
+364
+5% +$6.6K ﹤0.01% 1449
2021
Q4 		$115K Buy
6,656
+166
+3% +$2.82K ﹤0.01% 1499
2021
Q3 		$101K Sell
6,490
-393
-6% -$6.36K ﹤0.01% 1523
2021
Q2 		$119K Buy
6,883
+439
+7% +$7.21K ﹤0.01% 1527
2021
Q1 		$107K Buy
6,444
+470
+8% +$7.89K ﹤0.01% 1532
2020
Q4 		$95K Buy
5,974
+182
+3% +$2.22K ﹤0.01% 1491
2020
Q3 		$55K Buy
5,792
+3,461
+148% +$38.3K ﹤0.01% 1534
2020
Q2 		$27K Buy
2,331
+178
+8% +$2.23K ﹤0.01% 1495
2020
Q1 		$26K Buy
2,153
+409
+23% +$7.89K ﹤0.01% 1436
2019
Q4 		$46K Sell
1,744
-58
-3% -$1.3K ﹤0.01% 1370
2019
Q3 		$39K Buy
1,802
+64
+4% +$1.61K ﹤0.01% 1403
2019
Q2 		$53K Buy
1,738
+363
+26% +$11.9K ﹤0.01% 1323
2019
Q1 		$46K Buy
1,375
+176
+15% +$5.13K ﹤0.01% 1305
2018
Q4 		$32K Buy
1,199
+296
+33% +$9.06K ﹤0.01% 1350
2018
Q3 		$36K Buy
903
+730
+422% +$26.6K ﹤0.01% 1322
2018
Q2 		$6K Buy
+173
New +$5.58K ﹤0.01% 1360
2014
Q4 		– Sell
-117,555
Closed -$1.79M – 1263
2014
Q3 		$1.79M Buy
117,555
+6,655
+6% +$110K 0.04% 726
2014
Q2 		$2.09M Buy
110,900
+31,840
+40% +$600K 0.05% 662
2014
Q1 		$1.56M Buy
79,060
+62,610
+381% +$1.45M 0.04% 805
2013
Q4 		$480K Buy
+16,450
New +$444K 0.01% 1111

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Mutual of America Capital Management's AVTA Position: Q2 2023 in Review

Mutual of America Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2023, closing a stake of 8,199 shares — an estimated $216K sold.

Mutual of America Capital Management first reported a position in AVTA in Q4 2013 and held it in 24 quarters. The position peaked at $2.09M in Q2 2014. 147 funds tracked by Wall St. Rank hold AVTA as of Q2 2023.

  • Mutual of America Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Mutual of America Capital Management sold 8,199 Avantax, Inc. Common Stock shares in Q2 2023, an estimated $216K.
  • Mutual of America Capital Management first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 24 quarters.
  • Mutual of America Capital Management's Avantax, Inc. Common Stock position peaked at $2.09M in Q2 2014.
  • 147 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2023.

Based on Mutual of America Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.