Victory Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Victory Capital Management’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	-8,317	Closed	-$219K	–	2636
2023 Q1	$219K	Sell	8,317 -2,097	-20%	-$56.9K	﹤0.01%	2226
2022 Q4	$266K	Sell	10,414 -17,272	-62%	-$396K	﹤0.01%	2198
2022 Q3	$535K	Sell	27,686 -5,095	-16%	-$102K	﹤0.01%	2025
2022 Q2	$605K	Buy	32,781 +9,776	+42%	+$178K	﹤0.01%	1968
2022 Q1	$466K	Buy	+23,005	New	+$417K	﹤0.01%	2147
2020 Q2	–	Sell	-14,254	Closed	-$172K	–	3456
2020 Q1	$172K	Buy	14,254 +5,755	+68%	+$111K	﹤0.01%	2374
2019 Q4	$222K	Buy	8,499 +1,441	+20%	+$32.3K	﹤0.01%	2283
2019 Q3	$153K	Buy	+7,058	New	+$178K	﹤0.01%	2303

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

Victory Capital Management's AVTA Position: Q2 2023 in Review

Victory Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2023, closing a stake of 8,317 shares — an estimated $219K sold.

Victory Capital Management first reported a position in AVTA in Q3 2019 and held it in 8 quarters. The position peaked at $605K in Q2 2022. 147 funds tracked by Wall St. Rank hold AVTA as of Q2 2023.

Victory Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Victory Capital Management sold 8,317 Avantax, Inc. Common Stock shares in Q2 2023, an estimated $219K.
Victory Capital Management first reported a position in Avantax, Inc. Common Stock in Q3 2019 and held it in 8 quarters.
Victory Capital Management's Avantax, Inc. Common Stock position peaked at $605K in Q2 2022.
147 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2023.

Based on Victory Capital Management's 13F filing for Q2 2023, filed 27 Jul 2023.