RBC Europe’s Avantax, Inc. Common Stock AVTA Stock Holding History

RBC Europe’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	-30	Closed	-$468	–	1216
2021 Q3	$468	Hold	30	–	–	﹤0.01%	1200
2021 Q2	$519	Hold	30	–	–	﹤0.01%	1188
2021 Q1	$499	Hold	30	–	–	﹤0.01%	1141
2020 Q4	$477	Hold	30	–	–	﹤0.01%	1115
2020 Q3	$283	Hold	30	–	–	﹤0.01%	1069
2020 Q2	$343	Hold	30	–	–	﹤0.01%	1031
2020 Q1	$362	Hold	30	–	–	﹤0.01%	1002
2019 Q4	$784	Hold	30	–	–	﹤0.01%	999
2019 Q3	$649	Hold	30	–	–	﹤0.01%	1002
2019 Q2	$911	Hold	30	–	–	﹤0.01%	1014
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	1022
2018 Q4	$799	Hold	30	–	–	﹤0.01%	1032
2018 Q3	$1.21K	Hold	30	–	–	﹤0.01%	1064
2018 Q2	$1.11K	Hold	30	–	–	﹤0.01%	1074
2018 Q1	$738	Hold	30	–	–	﹤0.01%	1073
2017 Q4	$663	Hold	30	–	–	﹤0.01%	1089
2017 Q3	$759	Buy	+30	New	+$679	﹤0.01%	1087

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

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

RBC Europe's AVTA Position: Q4 2021 in Review

RBC Europe sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2021, closing a stake of 30 shares — an estimated $468 sold.

RBC Europe first reported a position in AVTA in Q3 2017 and held it in 17 quarters. The position peaked at $1.21K in Q3 2018. 151 funds tracked by Wall St. Rank hold AVTA as of Q4 2021.

RBC Europe reported no remaining Avantax, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
RBC Europe sold 30 Avantax, Inc. Common Stock shares in Q4 2021, an estimated $468.
RBC Europe first reported a position in Avantax, Inc. Common Stock in Q3 2017 and held it in 17 quarters.
RBC Europe's Avantax, Inc. Common Stock position peaked at $1.21K in Q3 2018.
151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2021.

Based on RBC Europe's 13F filing for Q4 2021, filed 14 Nov 2022.