Advisory Research’s Avantax, Inc. Common Stock AVTA Stock Holding History

Advisory Research’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	-33,691	Closed	-$862K	–	490
2023 Q3	$862K	Sell	33,691 -38,895	-54%	-$922K	0.12%	212
2023 Q2	$1.62M	Sell	72,586 -116,650	-62%	-$2.75M	0.21%	142
2023 Q1	$4.98M	Buy	189,236 +12,131	+7%	+$329K	0.82%	30
2022 Q4	$4.52M	Sell	177,105 -8,913	-5%	-$204K	0.43%	43
2022 Q3	$3.6M	Buy	186,018 +73,033	+65%	+$1.47M	0.35%	53
2022 Q2	$2.08M	Buy	+112,985	New	+$2.05M	0.2%	82
2019 Q2	–	Sell	-34,621	Closed	-$1.16M	–	390
2019 Q1	$1.16M	Buy	34,621 +8,587	+33%	+$250K	0.02%	233
2018 Q4	$694K	Buy	+26,034	New	+$797K	0.01%	272

Other funds holding AVTA

HNB

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

Advisory Research's AVTA Position: Q4 2023 in Review

Advisory Research sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 33,691 shares — an estimated $862K sold.

Advisory Research first reported a position in AVTA in Q4 2018 and held it in 8 quarters. The position peaked at $4.98M in Q1 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Advisory Research reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 33,691 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $862K.
Advisory Research first reported a position in Avantax, Inc. Common Stock in Q4 2018 and held it in 8 quarters.
Advisory Research's Avantax, Inc. Common Stock position peaked at $4.98M in Q1 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.