Northwestern Mutual Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Northwestern Mutual Wealth 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	-6	Closed	-$158	–	3683
2023 Q1	$158	Buy	6 +5	+500%	+$136	﹤0.01%	3212
2022 Q4	$26	Buy	+1	New	+$23	﹤0.01%	3273
2022 Q2	–	Sell	-200	Closed	-$4K	–	3560
2022 Q1	$4K	Buy	200 +135	+208%	+$2.45K	﹤0.01%	2825
2021 Q4	$1K	Buy	+65	New	+$1.1K	﹤0.01%	3088
2020 Q1	–	Sell	-80	Closed	-$2K	–	2799
2019 Q4	$2K	Sell	80 -28	-26%	-$627	﹤0.01%	2260
2019 Q3	$2K	Buy	108 +28	+35%	+$706	﹤0.01%	2306
2019 Q2	$2K	Sell	80 -9,916	-99%	-$326K	﹤0.01%	2368
2019 Q1	$334K	Buy	+9,996	New	+$291K	﹤0.01%	718
2017 Q1	–	Sell	-59	Closed	-$1K	–	2480
2016 Q4	$1K	Buy	+59	New	+$796	﹤0.01%	2271
2015 Q4	–	Sell	-10	Closed	–	–	1903
2015 Q3	$0	Buy	+10	New	+$143	﹤0.01%	1880
2015 Q1	–	Sell	-186	Closed	-$3K	–	1875
2014 Q4	$3K	Buy	+186	New	+$2.73K	﹤0.01%	1449

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

Northwestern Mutual Wealth Management's AVTA Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2023, closing a stake of 6 shares — an estimated $158 sold.

Northwestern Mutual Wealth Management first reported a position in AVTA in Q4 2014 and held it in 11 quarters. The position peaked at $334K in Q1 2019. 147 funds tracked by Wall St. Rank hold AVTA as of Q2 2023.

Northwestern Mutual Wealth Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 6 Avantax, Inc. Common Stock shares in Q2 2023, an estimated $158.
Northwestern Mutual Wealth Management first reported a position in Avantax, Inc. Common Stock in Q4 2014 and held it in 11 quarters.
Northwestern Mutual Wealth Management's Avantax, Inc. Common Stock position peaked at $334K in Q1 2019.
147 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.