Tarbox Family Office’s Avantax, Inc. Common Stock AVTA Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-43	Closed	-$1K	–	1061
2022 Q1	$1K	Hold	43	–	–	﹤0.01%	1052
2021 Q4	$1K	Hold	43	–	–	﹤0.01%	1095
2021 Q3	$1K	Hold	43	–	–	﹤0.01%	1140
2021 Q2	$1K	Hold	43	–	–	﹤0.01%	1119
2021 Q1	$1K	Hold	43	–	–	﹤0.01%	1118
2020 Q4	$1K	Hold	43	–	–	﹤0.01%	1102
2020 Q3	$0	Sell	43 -31	-42%	-$343	﹤0.01%	1219
2020 Q2	$1K	Buy	74 +31	+72%	+$389	﹤0.01%	1109
2020 Q1	$1K	Sell	43 -69	-62%	-$1.33K	﹤0.01%	1048
2019 Q4	$3K	Buy	112 +69	+160%	+$1.54K	﹤0.01%	730
2019 Q3	$1K	Hold	43	–	–	﹤0.01%	1044
2019 Q2	$1K	Buy	+43	New	+$1.42K	﹤0.01%	1054

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

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

ECM

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

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

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

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

Tarbox Family Office's AVTA Position: Q2 2022 in Review

Tarbox Family Office sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2022, closing a stake of 43 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in AVTA in Q2 2019 and held it in 12 quarters. The position peaked at $3K in Q4 2019. 149 funds tracked by Wall St. Rank hold AVTA as of Q2 2022.

Tarbox Family Office reported no remaining Avantax, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 43 Avantax, Inc. Common Stock shares in Q2 2022, an estimated $1K.
Tarbox Family Office first reported a position in Avantax, Inc. Common Stock in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Avantax, Inc. Common Stock position peaked at $3K in Q4 2019.
149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.