AllianceBernstein
AVTA

AllianceBernstein’s Avantax, Inc. Common Stock AVTA Stock Holding History

AllianceBernstein’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
-131,420
Closed -$3.36M – 3235
2023
Q3 		$3.36M Buy
131,420
+81,746
+165% +$1.94M ﹤0.01% 1601
2023
Q2 		$1.11M Hold
49,674
– – ﹤0.01% 2224
2023
Q1 		$1.31M Sell
49,674
-1,817
-4% -$49.3K ﹤0.01% 2098
2022
Q4 		$1.31M Buy
51,491
+63
+0.1% +$1.44K ﹤0.01% 2145
2022
Q3 		$995K Buy
51,428
+134
+0.3% +$2.69K ﹤0.01% 2290
2022
Q2 		$947K Sell
51,294
-147
-0.3% -$2.67K ﹤0.01% 2377
2022
Q1 		$1.01M Buy
51,441
+21,370
+71% +$387K ﹤0.01% 2432
2021
Q4 		$521K Buy
30,071
+117
+0.4% +$1.99K ﹤0.01% 2724
2021
Q3 		$467K Sell
29,954
-8,310
-22% -$134K ﹤0.01% 2779
2021
Q2 		$662K Sell
38,264
-7,600
-17% -$125K ﹤0.01% 2698
2021
Q1 		$763K Sell
45,864
-32,959
-42% -$553K ﹤0.01% 2512
2020
Q4 		$1.25M Buy
78,823
+21,113
+37% +$258K ﹤0.01% 2206
2020
Q3 		$544K Sell
57,710
-6,660
-10% -$73.7K ﹤0.01% 2487
2020
Q2 		$735K Sell
64,370
-4,390
-6% -$55.1K ﹤0.01% 2376
2020
Q1 		$829K Buy
68,760
+100
+0.1% +$1.93K ﹤0.01% 2114
2019
Q4 		$1.79M Sell
68,660
-89,775
-57% -$2.01M ﹤0.01% 2020
2019
Q3 		$3.43M Buy
158,435
+21,590
+16% +$544K ﹤0.01% 1615
2019
Q2 		$4.16M Buy
136,845
+27,335
+25% +$900K ﹤0.01% 1540
2019
Q1 		$3.65M Buy
109,510
+15,080
+16% +$439K ﹤0.01% 1555
2018
Q4 		$2.52M Sell
94,430
-4,600
-5% -$141K ﹤0.01% 1704
2018
Q3 		$3.99M Hold
99,030
– – ﹤0.01% 1436
2018
Q2 		$3.66M Buy
99,030
+13,570
+16% +$438K ﹤0.01% 1468
2018
Q1 		$2.1M Sell
85,460
-115,470
-57% -$2.75M ﹤0.01% 1783
2017
Q4 		$4.44M Buy
200,930
+50,370
+33% +$1.12M ﹤0.01% 1290
2017
Q3 		$3.81M Sell
150,560
-25,170
-14% -$570K ﹤0.01% 1379
2017
Q2 		$3.73M Buy
175,730
+122,710
+231% +$2.43M ﹤0.01% 1396
2017
Q1 		$917K Hold
53,020
– – ﹤0.01% 2281
2016
Q4 		$782K Buy
53,020
+20,600
+64% +$278K ﹤0.01% 2379
2016
Q3 		$363K Hold
32,420
– – ﹤0.01% 2644
2016
Q2 		$336K Buy
32,420
+4,800
+17% +$37.8K ﹤0.01% 2646
2016
Q1 		$143K Hold
27,620
– – ﹤0.01% 2775
2015
Q4 		$271K Sell
27,620
-38,300
-58% -$423K ﹤0.01% 2654
2015
Q3 		$908K Sell
65,920
-80
-0.1% -$1.15K ﹤0.01% 2218
2015
Q2 		$1.07M Hold
66,000
– – ﹤0.01% 2236
2015
Q1 		$902K Hold
66,000
– – ﹤0.01% 2239
2014
Q4 		$914K Hold
66,000
– – ﹤0.01% 2260
2014
Q3 		$1.01M Sell
66,000
-5,500
-8% -$90.9K ﹤0.01% 2202
2014
Q2 		$1.35M Sell
71,500
-1,149
-2% -$21.6K ﹤0.01% 2063
2014
Q1 		$1.43M Sell
72,649
-49,689
-41% -$1.15M ﹤0.01% 1947
2013
Q4 		$3.57M Buy
122,338
+48,526
+66% +$1.31M ﹤0.01% 1319
2013
Q3 		$1.7M Buy
73,812
+79
+0.1% +$1.65K ﹤0.01% 1799
2013
Q2 		$1.37M Buy
+73,733
New +$1.25M ﹤0.01% 1886

Other funds holding AVTA

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

AllianceBernstein's AVTA Position: Q4 2023 in Review

AllianceBernstein sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 131,420 shares — an estimated $3.36M sold.

AllianceBernstein first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $4.44M in Q4 2017. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • AllianceBernstein reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • AllianceBernstein sold 131,420 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $3.36M.
  • AllianceBernstein first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • AllianceBernstein's Avantax, Inc. Common Stock position peaked at $4.44M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on AllianceBernstein's 13F filing for Q4 2023, filed 14 Feb 2024.