Natixis Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Natixis Advisors’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	-14,237	Closed	-$375K	–	1531
2023 Q1	$375K	Buy	+14,237	New	+$387K	﹤0.01%	1374
2019 Q3	–	Sell	-45,522	Closed	-$1.38M	–	1135
2019 Q2	$1.38M	Sell	45,522 -50,811	-53%	-$1.67M	0.01%	855
2019 Q1	$3.21M	Sell	96,333 -10,105	-9%	-$294K	0.03%	595
2018 Q4	$2.83M	Buy	+106,438	New	+$3.26M	0.03%	582

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

PCP

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SCM

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

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

Natixis Advisors's AVTA Position: Q2 2023 in Review

Natixis Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2023, closing a stake of 14,237 shares — an estimated $375K sold.

Natixis Advisors first reported a position in AVTA in Q4 2018 and held it in 4 quarters. The position peaked at $3.21M in Q1 2019. 147 funds tracked by Wall St. Rank hold AVTA as of Q2 2023.

Natixis Advisors reported no remaining Avantax, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Natixis Advisors sold 14,237 Avantax, Inc. Common Stock shares in Q2 2023, an estimated $375K.
Natixis Advisors first reported a position in Avantax, Inc. Common Stock in Q4 2018 and held it in 4 quarters.
Natixis Advisors's Avantax, Inc. Common Stock position peaked at $3.21M in Q1 2019.
147 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2023.

Based on Natixis Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.