SSA
AVTA

Schonfeld Strategic Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Schonfeld Strategic Advisors’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
Q3 		– Sell
-16,309
Closed -$365K – 2472
2023
Q2 		$365K Buy
+16,309
New +$384K ﹤0.01% 1330
2020
Q3 		– Sell
-11,318
Closed -$129K – 1744
2020
Q2 		$129K Sell
11,318
-14,190
-56% -$178K ﹤0.01% 1157
2020
Q1 		$307K Buy
+25,508
New +$492K 0.02% 744

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Schonfeld Strategic Advisors's AVTA Position: Q3 2023 in Review

Schonfeld Strategic Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2023, closing a stake of 16,309 shares — an estimated $365K sold.

Schonfeld Strategic Advisors first reported a position in AVTA in Q1 2020 and held it in 3 quarters. The position peaked at $365K in Q2 2023. 161 funds tracked by Wall St. Rank hold AVTA as of Q3 2023.

  • Schonfeld Strategic Advisors reported no remaining Avantax, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Schonfeld Strategic Advisors sold 16,309 Avantax, Inc. Common Stock shares in Q3 2023, an estimated $365K.
  • Schonfeld Strategic Advisors first reported a position in Avantax, Inc. Common Stock in Q1 2020 and held it in 3 quarters.
  • Schonfeld Strategic Advisors's Avantax, Inc. Common Stock position peaked at $365K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2023.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.