TWP
AVTA

TFO Wealth Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History

TFO Wealth Partners’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
2021
Q3 		– Sell
-10
Closed – – 195
2021
Q2 		$0 Hold
10
– – ﹤0.01% 202
2021
Q1 		$0 Hold
10
– – ﹤0.01% 181
2020
Q4 		$0 Hold
10
– – ﹤0.01% 179
2020
Q3 		$0 Hold
10
– – ﹤0.01% 198
2020
Q2 		$0 Hold
10
– – ﹤0.01% 164
2020
Q1 		$0 Hold
10
– – ﹤0.01% 180
2019
Q4 		$0 Buy
+10
New +$224 ﹤0.01% 145

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TFO Wealth Partners's AVTA Position: Q3 2021 in Review

TFO Wealth Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2021, closing a stake of 10 shares.

TFO Wealth Partners first reported a position in AVTA in Q4 2019 and held it in 7 quarters. The position peaked at $0 in Q2 2021. 141 funds tracked by Wall St. Rank hold AVTA as of Q3 2021.

  • TFO Wealth Partners reported no remaining Avantax, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 10 Avantax, Inc. Common Stock shares in Q3 2021.
  • TFO Wealth Partners first reported a position in Avantax, Inc. Common Stock in Q4 2019 and held it in 7 quarters.
  • TFO Wealth Partners's Avantax, Inc. Common Stock position peaked at $0 in Q2 2021.
  • 141 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2021.

Based on TFO Wealth Partners's 13F filing for Q3 2021, filed 10 Nov 2021.