Abound Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Abound Wealth 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 Q4	–	Sell	-13	Closed	-$333	–	1413
2023 Q3	$333	Hold	13	–	–	﹤0.01%	974
2023 Q2	$291	Buy	+13	New	+$306	﹤0.01%	1064

Other funds holding AVTA

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Abound Wealth Management's AVTA Position: Q4 2023 in Review

Abound Wealth Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 13 shares — an estimated $333 sold.

Abound Wealth Management first reported a position in AVTA in Q2 2023 and held it in 2 quarters. The position peaked at $333 in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Abound Wealth Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Abound Wealth Management sold 13 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $333.
Abound Wealth Management first reported a position in Avantax, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
Abound Wealth Management's Avantax, Inc. Common Stock position peaked at $333 in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.