VI
AVTA

Versor Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History

Versor Investments’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-223,676
Closed -$5.72M – 902
2023
Q3 		$5.72M Buy
223,676
+203,306
+998% +$5.2M 1.16% 11
2023
Q2 		$456K Sell
20,370
-9,630
-32% -$216K 0.08% 293
2023
Q1 		$790K Buy
+30,000
New +$790K 0.1% 178