P2P
AVTA

Phase 2 Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

Phase 2 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
2022
Q2 		– Sell
-375,962
Closed -$7.35M – 30
2022
Q1 		$7.35M Buy
+375,962
New +$6.81M 4.8% 9

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
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Phase 2 Partners's AVTA Position: Q2 2022 in Review

Phase 2 Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2022, closing a stake of 375,962 shares — an estimated $7.35M sold.

Phase 2 Partners first reported a position in AVTA in Q1 2022 and held it in 1 quarter. The position peaked at $7.35M in Q1 2022. 149 funds tracked by Wall St. Rank hold AVTA as of Q2 2022.

  • Phase 2 Partners reported no remaining Avantax, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Phase 2 Partners sold 375,962 Avantax, Inc. Common Stock shares in Q2 2022, an estimated $7.35M.
  • Phase 2 Partners first reported a position in Avantax, Inc. Common Stock in Q1 2022 and held it in 1 quarter.
  • Phase 2 Partners's Avantax, Inc. Common Stock position peaked at $7.35M in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2022.

Based on Phase 2 Partners's 13F filing for Q2 2022, filed 15 Aug 2022.