Voloridge Investment Management
AVTA

Voloridge Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Voloridge Investment 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
2020
Q4 		– Sell
-79,329
Closed -$747K – 1639
2020
Q3 		$747K Buy
79,329
+62,073
+360% +$687K 0.01% 1014
2020
Q2 		$197K Sell
17,256
-9,664
-36% -$121K ﹤0.01% 1200
2020
Q1 		$324K Buy
+26,920
New +$519K 0.01% 838

Other funds holding AVTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Voloridge Investment Management's AVTA Position: Q4 2020 in Review

Voloridge Investment Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2020, closing a stake of 79,329 shares — an estimated $747K sold.

Voloridge Investment Management first reported a position in AVTA in Q1 2020 and held it in 3 quarters. The position peaked at $747K in Q3 2020. 149 funds tracked by Wall St. Rank hold AVTA as of Q4 2020.

  • Voloridge Investment Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Voloridge Investment Management sold 79,329 Avantax, Inc. Common Stock shares in Q4 2020, an estimated $747K.
  • Voloridge Investment Management first reported a position in Avantax, Inc. Common Stock in Q1 2020 and held it in 3 quarters.
  • Voloridge Investment Management's Avantax, Inc. Common Stock position peaked at $747K in Q3 2020.
  • 149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2020.

Based on Voloridge Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.