ZIM
AVTA

Zacks Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Zacks Investment 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
2022
Q2 		– Sell
-54,069
Closed -$1.06M – 672
2022
Q1 		$1.06M Buy
+54,069
New +$980K 0.01% 363

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
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zacks Investment Management's AVTA Position: Q2 2022 in Review

Zacks Investment Management sold out of Avantax, Inc. Common Stock (AVTA) in Q2 2022, closing a stake of 54,069 shares — an estimated $1.06M sold.

Zacks Investment Management first reported a position in AVTA in Q1 2022 and held it in 1 quarter. The position peaked at $1.06M in Q1 2022. 149 funds tracked by Wall St. Rank hold AVTA as of Q2 2022.

  • Zacks Investment Management reported no remaining Avantax, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Zacks Investment Management sold 54,069 Avantax, Inc. Common Stock shares in Q2 2022, an estimated $1.06M.
  • Zacks Investment Management first reported a position in Avantax, Inc. Common Stock in Q1 2022 and held it in 1 quarter.
  • Zacks Investment Management's Avantax, Inc. Common Stock position peaked at $1.06M in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q2 2022.

Based on Zacks Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.