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User

Marty Whitman

Third Avenue Management

Third Avenue Management Avantax Inc stake

total: 405

Third Avenue Management AVTA trades

Total transactions:
6
New positions:
1
Sold out:
1
Added:
2
Reduced:
2
Held since:
2013 Q2 or earlier
Held for:
5+ quarters
Latest activity:
2014 Q3
According to 2026 Q2 report, Third Avenue Management doesn't hold any Avantax Inc (AVTA) shares. Third Avenue Management has held AVTA since at least 2013 Q2 with 706,170 shares in our earliest available record. Since at least 2013 Q2, Third Avenue Management has made 5 more transactions.

When did Third Avenue Management sell Avantax Inc (AVTA)?

Third Avenue Management sold off the entire Avantax Inc (AVTA) position in 2014 Q3.

Estimated cost basis*

Weighted AVG buy price:
$18.73
Weighted AVG sell price:
$18.90

Third Avenue Management's historical trades in Avantax Inc

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2014 Q3
0.00%
$18.87
-100% (-678,111)
2014 Q2
0.25%
$18.87
-12.50% (-96,900)
2014 Q1
0.30%
$19.69
+6.99% (+50,616)
2013 Q4
0.39%
$29.16
-0.27% (-1,925)
2013 Q3
0.32%
$22.98
+2.85% (+20,150)
2013 Q2
0.26%
$18.54
new or own*
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.