SCM
AVTA

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

SCW 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
2021
Q4 		– Sell
-235,141
Closed -$3.67M – 12
2021
Q3 		$3.67M Buy
+235,141
New +$3.8M 2.97% 8

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SCW Capital Management's AVTA Position: Q4 2021 in Review

SCW Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2021, closing a stake of 235,141 shares — an estimated $3.67M sold.

SCW Capital Management first reported a position in AVTA in Q3 2021 and held it in 1 quarter. The position peaked at $3.67M in Q3 2021. 151 funds tracked by Wall St. Rank hold AVTA as of Q4 2021.

  • SCW Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • SCW Capital Management sold 235,141 Avantax, Inc. Common Stock shares in Q4 2021, an estimated $3.67M.
  • SCW Capital Management first reported a position in Avantax, Inc. Common Stock in Q3 2021 and held it in 1 quarter.
  • SCW Capital Management's Avantax, Inc. Common Stock position peaked at $3.67M in Q3 2021.
  • 151 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2021.

Based on SCW Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.