SEC 13F Intelligence

Kestrel Investment Management Corp / BCORUSD

Kestrel Investment Management Corp’s Avantax Inc Position

Does Kestrel Investment Management Corp own Avantax Inc (BCORUSD)? Not currently — the last reported position was 184.8K shares worth $4,717 in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4,717
Q4 2022
Shares
184.8K
% of Portfolio
+2.73%
Quarters Held
9
position exited

Position History BCORUSD

Reported value by quarter
Q4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ2 ’21Q3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $4,717Q4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2022184.8K$4,717+2.73%
Q3 2022190.7K$4M+2.34%
Q2 2022195.8K$4M+2.08%
Q1 2022205.3K$4M+1.90%
Q4 2021208.9K$4M+1.63%
Q3 2021211.8K$3M+1.57%
Q2 2021249.3K$4M+1.69%
Q1 2021249.4K$4M+1.74%
Q4 2020264.1K$4M+2.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kestrel Investment Management Corp’s full portfolio or all institutional holders of BCORUSD.