Wolverine Trading
AVTA

Wolverine Trading’s Avantax, Inc. Common Stock AVTA Stock Holding History

Wolverine Trading’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
2021
Q2 		– Sell
-43,100
Closed -$704K – 6944
2021
Q1 		$704K Buy
+43,100
New +$723K ﹤0.01% 3223
2017
Q4 		– Sell
-14,300
Closed -$362K – 5663
2017
Q3 		$362K Buy
14,300
+1,600
+13% +$36.2K ﹤0.01% 3008
2017
Q2 		$273K Buy
+12,700
New +$251K ﹤0.01% 3177
2017
Q1 		– Sell
-22,200
Closed -$327K – 5211
2016
Q4 		$327K Sell
22,200
-26,500
-54% -$357K ﹤0.01% 3159
2016
Q3 		$546K Buy
+48,700
New +$541K ﹤0.01% 2488

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Wolverine Trading's AVTA Position: Q1 2021 in Review

Wolverine Trading sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2021, closing a stake of 10,715 shares — an estimated $180K sold.

Wolverine Trading first reported a position in AVTA in Q2 2017 and held it in 3 quarters. The position peaked at $251K in Q3 2017. 143 funds tracked by Wall St. Rank hold AVTA as of Q1 2021.

  • Wolverine Trading reported no remaining Avantax, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Wolverine Trading sold 10,715 Avantax, Inc. Common Stock shares in Q1 2021, an estimated $180K.
  • Wolverine Trading first reported a position in Avantax, Inc. Common Stock in Q2 2017 and held it in 3 quarters.
  • Wolverine Trading's Avantax, Inc. Common Stock position peaked at $251K in Q3 2017.
  • 143 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2021.

Based on Wolverine Trading's 13F filing for Q1 2021, filed 14 May 2021.