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

Voss Capital’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
2022 Q4	–	Sell	-129,013	Closed	-$2.5M	–	55
2022 Q3	$2.5M	Buy	+129,013	New	+$2.59M	0.71%	24

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

HPC

Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Voss Capital's AVTA Position: Q4 2022 in Review

Voss Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2022, closing a stake of 129,013 shares — an estimated $2.5M sold.

Voss Capital first reported a position in AVTA in Q3 2022 and held it in 1 quarter. The position peaked at $2.5M in Q3 2022. 157 funds tracked by Wall St. Rank hold AVTA as of Q4 2022.

Voss Capital reported no remaining Avantax, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Voss Capital sold 129,013 Avantax, Inc. Common Stock shares in Q4 2022, an estimated $2.5M.
Voss Capital first reported a position in Avantax, Inc. Common Stock in Q3 2022 and held it in 1 quarter.
Voss Capital's Avantax, Inc. Common Stock position peaked at $2.5M in Q3 2022.
157 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2022.

Based on Voss Capital's 13F filing for Q4 2022, filed 13 Feb 2023.