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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-29,018
Closed -$741K – 1431
2022
Q4 		$741K Buy
29,018
+3,114
+12% +$79.5K 0.01% 662
2022
Q3 		$501K Buy
25,904
+2,050
+9% +$39.6K 0.01% 745
2022
Q2 		$440K Buy
+23,854
New +$440K 0.01% 824