Putnam Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History

Putnam Investments’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 Q1	–	Sell	-27,523	Closed	-$703K	–	1230
2022 Q4	$703K	Sell	27,523 -14	-0.1%	-$321	﹤0.01%	879
2022 Q3	$533K	Sell	27,537 -498	-2%	-$10K	﹤0.01%	925
2022 Q2	$518K	Sell	28,035 -347	-1%	-$6.31K	﹤0.01%	935
2022 Q1	$555K	Sell	28,382 -2,023	-7%	-$36.7K	﹤0.01%	971
2021 Q4	$527K	Buy	+30,405	New	+$516K	﹤0.01%	982
2017 Q2	–	Sell	-137,948	Closed	-$2.39M	–	1330
2017 Q1	$2.39M	Sell	137,948 -14,365	-9%	-$225K	0.01%	823
2016 Q4	$2.25M	Sell	152,313 -2,062	-1%	-$27.8K	0.01%	817
2016 Q3	$1.73M	Buy	+154,375	New	+$1.71M	﹤0.01%	884
2014 Q1	–	Sell	-998,381	Closed	-$29.1M	–	1539
2013 Q4	$29.1M	Buy	+998,381	New	+$27M	0.07%	275

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

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VBA

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

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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

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

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

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

Putnam Investments's AVTA Position: Q1 2023 in Review

Putnam Investments sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 27,523 shares — an estimated $703K sold.

Putnam Investments first reported a position in AVTA in Q4 2013 and held it in 9 quarters. The position peaked at $29.1M in Q4 2013. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

Putnam Investments reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Putnam Investments sold 27,523 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $703K.
Putnam Investments first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 9 quarters.
Putnam Investments's Avantax, Inc. Common Stock position peaked at $29.1M in Q4 2013.
154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on Putnam Investments's 13F filing for Q1 2023, filed 22 May 2023.