SC
AVTA

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

Skylands Capital’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
-8,400
Closed -$155K – 157
2022
Q2 		$155K Buy
+8,400
New +$153K 0.02% 133

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
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 $481B AUM 30.42% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Skylands Capital's AVTA Position: Q3 2022 in Review

Skylands Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2022, closing a stake of 8,400 shares — an estimated $155K sold.

Skylands Capital first reported a position in AVTA in Q2 2022 and held it in 1 quarter. The position peaked at $155K in Q2 2022. 156 funds tracked by Wall St. Rank hold AVTA as of Q3 2022.

  • Skylands Capital reported no remaining Avantax, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Skylands Capital sold 8,400 Avantax, Inc. Common Stock shares in Q3 2022, an estimated $155K.
  • Skylands Capital first reported a position in Avantax, Inc. Common Stock in Q2 2022 and held it in 1 quarter.
  • Skylands Capital's Avantax, Inc. Common Stock position peaked at $155K in Q2 2022.
  • 156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2022.

Based on Skylands Capital's 13F filing for Q3 2022, filed 1 Nov 2022.