SS
AVTA

Steve Schonfeld’s Avantax, Inc. Common Stock AVTA Stock Holding History

Steve Schonfeld’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
-16,309
Closed -$365K – 2472
2023
Q2 		$365K Buy
+16,309
New +$384K ﹤0.01% 1330
2020
Q3 		– Sell
-11,318
Closed -$129K – 1744
2020
Q2 		$129K Sell
11,318
-14,190
-56% -$178K ﹤0.01% 1157
2020
Q1 		$307K Buy
+25,508
New +$492K 0.02% 744

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
ECM
Engine Capital Management New York $1.03B AUM 4.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Steve Schonfeld's AVTA Position: Q3 2023 in Review

Steve Schonfeld sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2023, closing a stake of 16,309 shares — an estimated $365K sold.

Steve Schonfeld first reported a position in AVTA in Q1 2020 and held it in 3 quarters. The position peaked at $365K in Q2 2023. 161 funds tracked by Wall St. Rank hold AVTA as of Q3 2023.

  • Steve Schonfeld reported no remaining Avantax, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Steve Schonfeld sold 16,309 Avantax, Inc. Common Stock shares in Q3 2023, an estimated $365K.
  • Steve Schonfeld first reported a position in Avantax, Inc. Common Stock in Q1 2020 and held it in 3 quarters.
  • Steve Schonfeld's Avantax, Inc. Common Stock position peaked at $365K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2023.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.