WAM
AVTA

Weiss Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Weiss Asset Management’s Portfolio AVTA Stock Details AVTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-710,739
Closed -$13.7M – 706
2022
Q3 		$13.7M Sell
710,739
-266,000
-27% -$5.14M 0.34% 52
2022
Q2 		$18M Buy
976,739
+445,000
+84% +$8.21M 0.44% 47
2022
Q1 		$10.4M Buy
531,739
+437,049
+462% +$8.54M 0.22% 92
2021
Q4 		$1.64M Buy
+94,690
New +$1.64M 0.04% 436