P2 Capital Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

P2 Capital Partners’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 Q3	–	Sell	-2,300,000	Closed	-$51.5M	–	15
2023 Q2	$51.5M	Hold	2,300,000	–	–	5.99%	6
2023 Q1	$60.5M	Hold	2,300,000	–	–	7.76%	4
2022 Q4	$58.7M	Hold	2,300,000	–	–	7.76%	5
2022 Q3	$44.5M	Hold	2,300,000	–	–	5.49%	5
2022 Q2	$42.5M	Buy	2,300,000 +500,000	+28%	+$9.09M	4.81%	9
2022 Q1	$35.2M	Sell	1,800,000 -500,000	-22%	-$9.06M	3.33%	14
2021 Q4	$39.8M	Hold	2,300,000	–	–	3.11%	15
2021 Q3	$35.9M	Hold	2,300,000	–	–	3.02%	17
2021 Q2	$39.8M	Hold	2,300,000	–	–	2.99%	14
2021 Q1	$38.3M	Buy	+2,300,000	New	+$38.6M	2.54%	17

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

VBA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

P2 Capital Partners's AVTA Position: Q3 2023 in Review

P2 Capital Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2023, closing a stake of 2,300,000 shares — an estimated $51.5M sold.

P2 Capital Partners first reported a position in AVTA in Q1 2021 and held it in 10 quarters. The position peaked at $60.5M in Q1 2023. 161 funds tracked by Wall St. Rank hold AVTA as of Q3 2023.

P2 Capital Partners reported no remaining Avantax, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
P2 Capital Partners sold 2,300,000 Avantax, Inc. Common Stock shares in Q3 2023, an estimated $51.5M.
P2 Capital Partners first reported a position in Avantax, Inc. Common Stock in Q1 2021 and held it in 10 quarters.
P2 Capital Partners's Avantax, Inc. Common Stock position peaked at $60.5M in Q1 2023.
161 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2023.

Based on P2 Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.