PGM
AVTA

Parian Global Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Parian Global 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
2021
Q1 		– Sell
-215,650
Closed -$3.43M – 65
2020
Q4 		$3.43M Buy
+215,650
New +$2.63M 0.86% 38

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Parian Global Management's AVTA Position: Q1 2021 in Review

Parian Global Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2021, closing a stake of 215,650 shares — an estimated $3.43M sold.

Parian Global Management first reported a position in AVTA in Q4 2020 and held it in 1 quarter. The position peaked at $3.43M in Q4 2020. 143 funds tracked by Wall St. Rank hold AVTA as of Q1 2021.

  • Parian Global Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Parian Global Management sold 215,650 Avantax, Inc. Common Stock shares in Q1 2021, an estimated $3.43M.
  • Parian Global Management first reported a position in Avantax, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Parian Global Management's Avantax, Inc. Common Stock position peaked at $3.43M in Q4 2020.
  • 143 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2021.

Based on Parian Global Management's 13F filing for Q1 2021, filed 17 May 2021.