State of Wisconsin Investment Board’s Avantax, Inc. Common Stock AVTA Stock Holding History

State of Wisconsin Investment Board’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	-10,558	Closed	-$195K	–	2813
2022 Q2	$195K	Buy	+10,558	New	+$192K	﹤0.01%	2500
2020 Q3	–	Sell	-140,045	Closed	-$1.6M	–	2001
2020 Q2	$1.6M	Sell	140,045 -168,021	-55%	-$2.11M	﹤0.01%	1163
2020 Q1	$3.71M	Buy	308,066 +9,400	+3%	+$181K	0.01%	893
2019 Q4	$7.81M	Hold	298,666	–	–	0.02%	772
2019 Q3	$6.46M	Hold	298,666	–	–	0.02%	761
2019 Q2	$9.07M	Buy	298,666 +81,906	+38%	+$2.7M	0.03%	643
2019 Q1	$7.24M	Hold	216,760	–	–	0.02%	733
2018 Q4	$5.77M	Hold	216,760	–	–	0.02%	735
2018 Q3	$8.72M	Buy	+216,760	New	+$7.89M	0.02%	695

Other funds holding AVTA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

State of Wisconsin Investment Board's AVTA Position: Q3 2022 in Review

State of Wisconsin Investment Board sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2022, closing a stake of 10,558 shares — an estimated $195K sold.

State of Wisconsin Investment Board first reported a position in AVTA in Q3 2018 and held it in 9 quarters. The position peaked at $9.07M in Q2 2019. 156 funds tracked by Wall St. Rank hold AVTA as of Q3 2022.

State of Wisconsin Investment Board reported no remaining Avantax, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
State of Wisconsin Investment Board sold 10,558 Avantax, Inc. Common Stock shares in Q3 2022, an estimated $195K.
State of Wisconsin Investment Board first reported a position in Avantax, Inc. Common Stock in Q3 2018 and held it in 9 quarters.
State of Wisconsin Investment Board's Avantax, Inc. Common Stock position peaked at $9.07M in Q2 2019.
156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2022.

Based on State of Wisconsin Investment Board's 13F filing for Q3 2022, filed 14 Nov 2022.