Tudor Investment Corp
AVTA

Tudor Investment Corp’s Avantax, Inc. Common Stock AVTA Stock Holding History

Tudor Investment Corp’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
-56,588
Closed -$1.45M – 3081
2022
Q4 		$1.45M Buy
56,588
+11,254
+25% +$258K 0.03% 842
2022
Q3 		$877K Buy
45,334
+17,961
+66% +$361K 0.02% 1001
2022
Q2 		$505K Buy
27,373
+7,944
+41% +$144K 0.01% 1265
2022
Q1 		$380K Sell
19,429
-61,876
-76% -$1.12M 0.01% 1428
2021
Q4 		$1.41M Buy
81,305
+68
+0.1% +$1.15K 0.02% 819
2021
Q3 		$1.27M Sell
81,237
-34,651
-30% -$561K 0.02% 990
2021
Q2 		$2.01M Sell
115,888
-104,592
-47% -$1.72M 0.04% 562
2021
Q1 		$3.67M Sell
220,480
-403
-0.2% -$6.76K 0.07% 281
2020
Q4 		$3.51M Sell
220,883
-16,551
-7% -$202K 0.1% 232
2020
Q3 		$2.24M Buy
237,434
+182,609
+333% +$2.02M 0.1% 250
2020
Q2 		$626K Buy
+54,825
New +$688K 0.03% 647
2019
Q3 		– Sell
-40,533
Closed -$1.23M – 1397
2019
Q2 		$1.23M Buy
+40,533
New +$1.33M 0.04% 463
2017
Q4 		– Sell
-21,227
Closed -$537K – 1331
2017
Q3 		$537K Sell
21,227
-6,539
-24% -$148K 0.01% 616
2017
Q2 		$589K Buy
+27,766
New +$550K 0.02% 514
2016
Q4 		– Sell
-19,184
Closed -$215K – 1659
2016
Q3 		$215K Buy
+19,184
New +$213K 0.01% 1219
2015
Q1 		– Sell
-27,168
Closed -$376K – 1658
2014
Q4 		$376K Buy
27,168
+1,922
+8% +$28.3K 0.01% 906
2014
Q3 		$385K Buy
25,246
+6,546
+35% +$108K 0.01% 842
2014
Q2 		$353K Sell
18,700
-15,200
-45% -$286K 0.01% 753
2014
Q1 		$667K Sell
33,900
-113,987
-77% -$2.64M 0.03% 374
2013
Q4 		$4.31M Sell
147,887
-17,400
-11% -$470K 0.21% 72
2013
Q3 		$3.8M Sell
165,287
-359,713
-69% -$7.49M 0.16% 77
2013
Q2 		$9.73M Buy
+525,000
New +$8.92M 0.73% 34

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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Invesco
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
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
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Tudor Investment Corp's AVTA Position: Q1 2023 in Review

Tudor Investment Corp sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 56,588 shares — an estimated $1.45M sold.

Tudor Investment Corp first reported a position in AVTA in Q2 2013 and held it in 22 quarters. The position peaked at $9.73M in Q2 2013. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

  • Tudor Investment Corp reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Tudor Investment Corp sold 56,588 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $1.45M.
  • Tudor Investment Corp first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 22 quarters.
  • Tudor Investment Corp's Avantax, Inc. Common Stock position peaked at $9.73M in Q2 2013.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on Tudor Investment Corp's 13F filing for Q1 2023, filed 15 May 2023.