WIC
AVTA

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

Water Island Capital’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
-787,549
Closed -$20.1M – 87
2023
Q3 		$20.1M Buy
+787,549
New +$20.1M 1.8% 21