SM
AVTA

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

Sciencast 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
Q3 		– Sell
-15,999
Closed -$372K – 475
2023
Q2 		$372K Buy
+15,999
New +$377K 0.3% 139

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

Sciencast Management's AVTA Position: Q3 2023 in Review

Sciencast Management sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2023, closing a stake of 15,999 shares — an estimated $372K sold.

Sciencast Management first reported a position in AVTA in Q2 2023 and held it in 1 quarter. The position peaked at $372K in Q2 2023. 161 funds tracked by Wall St. Rank hold AVTA as of Q3 2023.

  • Sciencast Management reported no remaining Avantax, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Sciencast Management sold 15,999 Avantax, Inc. Common Stock shares in Q3 2023, an estimated $372K.
  • Sciencast Management first reported a position in Avantax, Inc. Common Stock in Q2 2023 and held it in 1 quarter.
  • Sciencast Management's Avantax, Inc. Common Stock position peaked at $372K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2023.

Based on Sciencast Management's 13F filing for Q3 2023, filed 14 Nov 2023.