Panagora Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Panagora Asset 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	-8,254	Closed	-$217K	–	1532
2023 Q1	$217K	Buy	+8,254	New	+$224K	﹤0.01%	1352
2021 Q3	–	Sell	-6,200	Closed	-$107K	–	2504
2021 Q2	$107K	Hold	6,200	–	–	﹤0.01%	1879
2021 Q1	$103K	Hold	6,200	–	–	﹤0.01%	2005
2020 Q4	$99K	Sell	6,200 -287	-4%	-$3.5K	﹤0.01%	1843
2020 Q3	$61K	Hold	6,487	–	–	﹤0.01%	1967
2020 Q2	$74K	Hold	6,487	–	–	﹤0.01%	1892
2020 Q1	$78K	Sell	6,487 -2,955	-31%	-$57K	﹤0.01%	1769
2019 Q4	$247K	Sell	9,442 -588	-6%	-$13.2K	﹤0.01%	1538
2019 Q3	$217K	Sell	10,030 -22,169	-69%	-$559K	﹤0.01%	1602
2019 Q2	$978K	Sell	32,199 -67,772	-68%	-$2.23M	﹤0.01%	1149
2019 Q1	$3.34M	Sell	99,971 -7,569	-7%	-$220K	0.01%	651
2018 Q4	$2.87M	Buy	107,540 +87,981	+450%	+$2.69M	0.01%	640
2018 Q3	$787K	Buy	19,559 +13,359	+215%	+$486K	﹤0.01%	1235
2018 Q2	$229K	Sell	6,200 -23,640	-79%	-$762K	﹤0.01%	1616
2018 Q1	$734K	Sell	29,840 -13,765	-32%	-$327K	﹤0.01%	1264
2017 Q4	$964K	Sell	43,605 -63,681	-59%	-$1.42M	﹤0.01%	1150
2017 Q3	$2.71M	Buy	107,286 +66,886	+166%	+$1.51M	0.01%	750
2017 Q2	$856K	Buy	40,400 +34,200	+552%	+$677K	﹤0.01%	1179
2017 Q1	$107K	Sell	6,200 -11,663	-65%	-$183K	﹤0.01%	1847
2016 Q4	$263K	Sell	17,863 -23,201	-56%	-$313K	﹤0.01%	1651
2016 Q3	$460K	Buy	41,064 +25,059	+157%	+$278K	﹤0.01%	1477
2016 Q2	$166K	Hold	16,005	–	–	﹤0.01%	1741
2016 Q1	$83K	Sell	16,005 -89,224	-85%	-$627K	﹤0.01%	1907
2015 Q4	$1.03M	Hold	105,229	–	–	0.01%	1049
2015 Q3	$1.45M	Buy	105,229 +57,463	+120%	+$824K	0.01%	879
2015 Q2	$771K	Buy	47,766 +40,396	+548%	+$622K	﹤0.01%	1194
2015 Q1	$101K	Hold	7,370	–	–	﹤0.01%	1938
2014 Q4	$102K	Sell	7,370 -55,147	-88%	-$811K	﹤0.01%	1856
2014 Q3	$953K	Sell	62,517 -148,352	-70%	-$2.45M	﹤0.01%	1063
2014 Q2	$3.98M	Sell	210,869 -246,700	-54%	-$4.65M	0.02%	589
2014 Q1	$9.01M	Buy	457,569 +69,930	+18%	+$1.62M	0.04%	387
2013 Q4	$11.3M	Buy	387,639 +210,978	+119%	+$5.7M	0.05%	344
2013 Q3	$4.06M	Buy	176,661 +168,924	+2,183%	+$3.52M	0.02%	578
2013 Q2	$143K	Buy	+7,737	New	+$131K	﹤0.01%	1763

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ECM

Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return

Panagora Asset Management's AVTA Position: Q2 2023 in Review

Panagora Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2023, closing a stake of 8,254 shares — an estimated $217K sold.

Panagora Asset Management first reported a position in AVTA in Q2 2013 and held it in 34 quarters. The position peaked at $11.3M in Q4 2013. 147 funds tracked by Wall St. Rank hold AVTA as of Q2 2023.

Panagora Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Panagora Asset Management sold 8,254 Avantax, Inc. Common Stock shares in Q2 2023, an estimated $217K.
Panagora Asset Management first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 34 quarters.
Panagora Asset Management's Avantax, Inc. Common Stock position peaked at $11.3M in Q4 2013.
147 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2023.

Based on Panagora Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.