Rockefeller Capital Management
AVTA

Rockefeller Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Rockefeller Capital 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
2023
Q1 		– Sell
-25
Closed – – 4109
2022
Q4 		$0 Hold
25
– – ﹤0.01% 4326
2022
Q3 		$0 Sell
25
-42
-63% -$845 ﹤0.01% 4518
2022
Q2 		$1K Buy
67
+57
+570% +$1.04K ﹤0.01% 4057
2022
Q1 		$0 Hold
10
– – ﹤0.01% 4129
2021
Q4 		$0 Hold
10
– – ﹤0.01% 4045
2021
Q3 		$0 Hold
10
– – ﹤0.01% 3901
2021
Q2 		$0 Buy
+10
New +$164 ﹤0.01% 3651
2020
Q4 		– Sell
-25
Closed – – 3051
2020
Q3 		$0 Sell
25
-46
-65% -$509 ﹤0.01% 2861
2020
Q2 		$1K Sell
71
-74
-51% -$929 ﹤0.01% 2536
2020
Q1 		$2K Hold
145
– – ﹤0.01% 2227
2019
Q4 		$4K Sell
145
-268
-65% -$6K ﹤0.01% 1844
2019
Q3 		$9K Sell
413
-28
-6% -$706 ﹤0.01% 1474
2019
Q2 		$13K Sell
441
-263
-37% -$8.66K ﹤0.01% 1160
2019
Q1 		$23K Buy
+704
New +$20.5K ﹤0.01% 1186

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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Invesco
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
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
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Rockefeller Capital Management's AVTA Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 25 shares.

Rockefeller Capital Management first reported a position in AVTA in Q1 2019 and held it in 14 quarters. The position peaked at $23K in Q1 2019. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 25 Avantax, Inc. Common Stock shares in Q1 2023.
  • Rockefeller Capital Management first reported a position in Avantax, Inc. Common Stock in Q1 2019 and held it in 14 quarters.
  • Rockefeller Capital Management's Avantax, Inc. Common Stock position peaked at $23K in Q1 2019.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.