Sutton Wealth Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-691	Closed	-$17.6K	–	1646
2022 Q4	$17.6K	Sell	691 -2	-0.3%	-$46	0.01%	743
2022 Q3	$13.4K	Sell	693 -1	-0.1%	-$20	0.01%	797
2022 Q2	$12.8K	Buy	694 +21	+3%	+$382	0.01%	817
2022 Q1	$13.2K	Hold	673	–	–	﹤0.01%	858
2021 Q4	$11.7K	Buy	673 +15	+2%	+$255	﹤0.01%	881
2021 Q3	$10.3K	Hold	658	–	–	﹤0.01%	901
2021 Q2	$11.4K	Hold	658	–	–	﹤0.01%	876
2021 Q1	$10.9K	Hold	658	–	–	﹤0.01%	851
2020 Q4	$10.5K	Hold	658	–	–	﹤0.01%	795
2020 Q3	$6.2K	Hold	658	–	–	﹤0.01%	859
2020 Q2	$7.51K	Hold	658	–	–	﹤0.01%	777
2020 Q1	$7.93K	Sell	658 -67	-9%	-$1.29K	0.01%	717
2019 Q4	$19K	Buy	725 +67	+10%	+$1.5K	0.01%	618
2019 Q3	$14.2K	Hold	658	–	–	0.01%	695
2019 Q2	$20K	Hold	658	–	–	0.01%	583
2019 Q1	$22K	Hold	658	–	–	0.01%	545
2018 Q4	$17.5K	Hold	658	–	–	0.01%	563
2018 Q3	$26.5K	Hold	658	–	–	0.02%	485
2018 Q2	$24.3K	Hold	658	–	–	0.02%	523
2018 Q1	$16.2K	Hold	658	–	–	0.01%	651
2017 Q4	$14.5K	Hold	658	–	–	0.01%	669
2017 Q3	$16.6K	Hold	658	–	–	0.01%	601
2017 Q2	$13.9K	Hold	658	–	–	0.01%	658
2017 Q1	$11.4K	Hold	658	–	–	0.01%	680
2016 Q4	$9.71K	Hold	658	–	–	0.01%	703
2016 Q3	$7.37K	Hold	658	–	–	0.01%	742
2016 Q2	$6.82K	Buy	+658	New	+$5.17K	0.01%	716

Other funds holding AVTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sutton Wealth Advisors's AVTA Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 691 shares — an estimated $17.6K sold.

Sutton Wealth Advisors first reported a position in AVTA in Q2 2016 and held it in 27 quarters. The position peaked at $26.5K in Q3 2018. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

Sutton Wealth Advisors reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 691 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $17.6K.
Sutton Wealth Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2016 and held it in 27 quarters.
Sutton Wealth Advisors's Avantax, Inc. Common Stock position peaked at $26.5K in Q3 2018.
154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.