NYLIM
AVTA

New York Life Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

New York Life Investment 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
Q1 		– Sell
-29,018
Closed -$741K – 1431
2022
Q4 		$741K Buy
29,018
+3,114
+12% +$71.4K 0.01% 662
2022
Q3 		$501K Buy
25,904
+2,050
+9% +$41.2K 0.01% 745
2022
Q2 		$440K Buy
+23,854
New +$434K 0.01% 824

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

New York Life Investment Management's AVTA Position: Q1 2023 in Review

New York Life Investment Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 29,018 shares — an estimated $741K sold.

New York Life Investment Management first reported a position in AVTA in Q2 2022 and held it in 3 quarters. The position peaked at $741K in Q4 2022. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

  • New York Life Investment Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 29,018 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $741K.
  • New York Life Investment Management first reported a position in Avantax, Inc. Common Stock in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Avantax, Inc. Common Stock position peaked at $741K in Q4 2022.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.