WFA
AVTA

Wipfli Financial Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Wipfli Financial Advisors’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
Q3 		$1K Buy
+28
New +$563 ﹤0.01% 2536

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.08B AUM 12.07% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Wipfli Financial Advisors's AVTA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Avantax, Inc. Common Stock (AVTA) in Q3 2022: 28 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2536 among its holdings.

156 funds tracked by Wall St. Rank hold AVTA as of Q3 2022.

  • Wipfli Financial Advisors held 28 shares of Avantax, Inc. Common Stock worth $1K as of Q3 2022.
  • Avantax, Inc. Common Stock was a new Wipfli Financial Advisors position in Q3 2022.
  • Avantax, Inc. Common Stock made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2536 holding.
  • 156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.