YCM
AVTA

Yakira Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Yakira Capital Management’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
2023
Q1 		– Sell
-10,000
Closed -$255K – 411
2022
Q4 		$255K Buy
+10,000
New +$229K 0.05% 166

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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Yakira Capital Management's AVTA Position: Q1 2023 in Review

Yakira Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 10,000 shares — an estimated $255K sold.

Yakira Capital Management first reported a position in AVTA in Q4 2022 and held it in 1 quarter. The position peaked at $255K in Q4 2022. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.

  • Yakira Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Yakira Capital Management sold 10,000 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $255K.
  • Yakira Capital Management first reported a position in Avantax, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • Yakira Capital Management's Avantax, Inc. Common Stock position peaked at $255K in Q4 2022.
  • 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.

Based on Yakira Capital Management's 13F filing for Q1 2023, filed 12 May 2023.