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

TCI 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 Q2	–	Sell	-236	Closed	-$6.21K	–	2444
2023 Q1	$6.21K	Hold	236	–	–	﹤0.01%	1379
2022 Q4	$6.03K	Hold	236	–	–	﹤0.01%	1399
2022 Q3	$5K	Hold	236	–	–	﹤0.01%	1543
2022 Q2	$4K	Hold	236	–	–	﹤0.01%	1732
2022 Q1	$5K	Hold	236	–	–	﹤0.01%	1631
2021 Q4	$4K	Buy	+236	New	+$4.01K	﹤0.01%	1947
2019 Q3	–	Sell	-65	Closed	-$2K	–	1673
2019 Q2	$2K	Hold	65	–	–	﹤0.01%	1097
2019 Q1	$2K	Hold	65	–	–	﹤0.01%	1112
2018 Q4	$2K	Buy	65 +45	+225%	+$1.38K	﹤0.01%	1087
2018 Q3	$1K	Buy	+20	New	+$728	﹤0.01%	1382

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

VBA

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

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

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

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

SCM

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

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

ECM

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

TCI Wealth Advisors's AVTA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2023, closing a stake of 236 shares — an estimated $6.21K sold.

TCI Wealth Advisors first reported a position in AVTA in Q3 2018 and held it in 10 quarters. The position peaked at $6.21K in Q1 2023. 147 funds tracked by Wall St. Rank hold AVTA as of Q2 2023.

TCI Wealth Advisors reported no remaining Avantax, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 236 Avantax, Inc. Common Stock shares in Q2 2023, an estimated $6.21K.
TCI Wealth Advisors first reported a position in Avantax, Inc. Common Stock in Q3 2018 and held it in 10 quarters.
TCI Wealth Advisors's Avantax, Inc. Common Stock position peaked at $6.21K in Q1 2023.
147 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.