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	-38,600	Closed	-$631K	–	6945
2021 Q1	$631K	Buy	38,600 +27,100	+236%	+$455K	﹤0.01%	3386
2020 Q4	$184K	Hold	11,500	–	–	﹤0.01%	4278
2020 Q3	$107K	Buy	+11,500	New	+$127K	﹤0.01%	4112
2018 Q3	–	Sell	-13,300	Closed	-$327K	–	6129
2018 Q2	$327K	Hold	13,300	–	–	﹤0.01%	3654
2018 Q1	$327K	Buy	+13,300	New	+$316K	﹤0.01%	3654
2017 Q1	–	Sell	-33,200	Closed	-$490K	–	5212
2016 Q4	$490K	Buy	33,200 +9,900	+42%	+$134K	﹤0.01%	2657
2016 Q3	$261K	Buy	+23,300	New	+$259K	﹤0.01%	3430

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

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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.