Allworth Financial’s Avantax, Inc. Common Stock AVTA Stock Holding History

Allworth Financial’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	-20	Closed	-$512	–	3672
2023 Q3	$512	Buy	+20	New	+$474	﹤0.01%	3037

Other funds holding AVTA

HNB

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

Allworth Financial's AVTA Position: Q4 2023 in Review

Allworth Financial sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 20 shares — an estimated $512 sold.

Allworth Financial first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $512 in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Allworth Financial reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Allworth Financial sold 20 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $512.
Allworth Financial first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
Allworth Financial's Avantax, Inc. Common Stock position peaked at $512 in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.