SCM
AVTA

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

Simcoe 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
Q4 		– Sell
2023
Q3 		$12.8M Sell
2023
Q2 		$28.2M Sell
2023
Q1 		$45M Hold
2022
Q4 		$43.7M Buy
2022
Q3 		$30M Buy
2020
Q2 		– Sell
2020
Q1 		$13.3M Buy
2019
Q4 		$24.8M Buy
2019
Q3 		– Sell
2019
Q2 		$2.01M Buy