STCOSD
AVTA

Sageworth Trust Company of South Dakota’s Avantax, Inc. Common Stock AVTA Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-26
Closed – – 692
2022
Q2 		$0 Hold
26
– – ﹤0.01% 709
2022
Q1 		$1K Sell
26
-123
-83% -$2.23K ﹤0.01% 598
2021
Q4 		$3K Buy
+149
New +$2.53K ﹤0.01% 620

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.1B AUM 12.88% 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 $552B AUM 44.19% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Sageworth Trust Company of South Dakota's AVTA Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2022, closing a stake of 26 shares.

Sageworth Trust Company of South Dakota first reported a position in AVTA in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 156 funds tracked by Wall St. Rank hold AVTA as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Avantax, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 26 Avantax, Inc. Common Stock shares in Q3 2022.
  • Sageworth Trust Company of South Dakota first reported a position in Avantax, Inc. Common Stock in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Avantax, Inc. Common Stock position peaked at $3K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.