PHK
AVTA

Point72 Hong Kong’s Avantax, Inc. Common Stock AVTA Stock Holding History

Point72 Hong Kong’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
Q4 		– Sell
-627
Closed -$10K – 2531
2021
Q3 		$10K Sell
627
-2,999
-83% -$48.5K ﹤0.01% 1801
2021
Q2 		$63K Buy
+3,626
New +$59.6K ﹤0.01% 1423
2021
Q1 		– Sell
-1,159
Closed -$18K – 2309
2020
Q4 		$18K Sell
1,159
-2,267
-66% -$27.7K ﹤0.01% 1450
2020
Q3 		$32K Buy
3,426
+2,219
+184% +$24.6K ﹤0.01% 771
2020
Q2 		$14K Buy
+1,207
New +$15.2K ﹤0.01% 944
2020
Q1 		– Sell
-3,860
Closed -$101K – 1460
2019
Q4 		$101K Sell
3,860
-958
-20% -$21.5K 0.02% 514
2019
Q3 		$104K Buy
4,818
+1,295
+37% +$32.6K 0.03% 446
2019
Q2 		$107K Buy
+3,523
New +$116K 0.03% 479

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Point72 Hong Kong's AVTA Position: Q4 2021 in Review

Point72 Hong Kong sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2021, closing a stake of 627 shares — an estimated $10K sold.

Point72 Hong Kong first reported a position in AVTA in Q2 2019 and held it in 8 quarters. The position peaked at $107K in Q2 2019. 151 funds tracked by Wall St. Rank hold AVTA as of Q4 2021.

  • Point72 Hong Kong reported no remaining Avantax, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Point72 Hong Kong sold 627 Avantax, Inc. Common Stock shares in Q4 2021, an estimated $10K.
  • Point72 Hong Kong first reported a position in Avantax, Inc. Common Stock in Q2 2019 and held it in 8 quarters.
  • Point72 Hong Kong's Avantax, Inc. Common Stock position peaked at $107K in Q2 2019.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2021.

Based on Point72 Hong Kong's 13F filing for Q4 2021, filed 14 Feb 2022.