Allspring Global Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-983
Closed -$25.1K 2844
2023
Q3
$25.1K Sell
983
-3,315
-77% -$78.6K ﹤0.01% 2457
2023
Q2
$96.2K Sell
4,298
-3,230
-43% -$76.1K ﹤0.01% 2062
2023
Q1
$198K Buy
7,528
+1,791
+31% +$48.6K ﹤0.01% 1825
2022
Q4
$146K Buy
5,737
+409
+8% +$9.37K ﹤0.01% 1931
2022
Q3
$103K Buy
5,328
+3,635
+215% +$73.1K ﹤0.01% 2076
2022
Q2
$31K Buy
1,693
+899
+113% +$16.3K ﹤0.01% 2392
2022
Q1
$15K Hold
794
﹤0.01% 2956
2021
Q4
$13K Buy
+794
New +$13.5K ﹤0.01% 2913

Other funds holding AVTA

Allspring Global Investments's AVTA Position: Q4 2023 in Review

Allspring Global Investments sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 983 shares — an estimated $25.1K sold.

Allspring Global Investments first reported a position in AVTA in Q4 2021 and held it in 8 quarters. The position peaked at $198K in Q1 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Allspring Global Investments reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Allspring Global Investments sold 983 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $25.1K.
  • Allspring Global Investments first reported a position in Avantax, Inc. Common Stock in Q4 2021 and held it in 8 quarters.
  • Allspring Global Investments's Avantax, Inc. Common Stock position peaked at $198K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Allspring Global Investments's 13F filing for Q4 2023, filed 25 Jan 2024.