AIG
AVTA

American International Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

American International Group’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
-20,992
Closed -$537K – 3052
2023
Q3 		$537K Sell
20,992
-101
-0.5% -$2.4K ﹤0.01% 1560
2023
Q2 		$472K Sell
21,093
-4,409
-17% -$104K ﹤0.01% 1671
2023
Q1 		$671K Sell
25,502
-398
-2% -$10.8K ﹤0.01% 1440
2022
Q4 		$661K Sell
25,900
-194
-0.7% -$4.45K ﹤0.01% 1436
2022
Q3 		$505K Buy
26,094
+554
+2% +$11.1K ﹤0.01% 1564
2022
Q2 		$471K Sell
25,540
-2,319
-8% -$42.2K ﹤0.01% 1641
2022
Q1 		$545K Sell
27,859
-1,709
-6% -$31K ﹤0.01% 1680
2021
Q4 		$512K Sell
29,568
-947
-3% -$16.1K ﹤0.01% 1793
2021
Q3 		$476K Sell
30,515
-1,035
-3% -$16.7K ﹤0.01% 1884
2021
Q2 		$546K Sell
31,550
-536
-2% -$8.8K ﹤0.01% 1865
2021
Q1 		$534K Sell
32,086
-345
-1% -$5.79K ﹤0.01% 1799
2020
Q4 		$516K Sell
32,431
-811
-2% -$9.9K ﹤0.01% 1727
2020
Q3 		$313K Sell
33,242
-799
-2% -$8.84K ﹤0.01% 1853
2020
Q2 		$389K Buy
34,041
+553
+2% +$6.94K ﹤0.01% 1725
2020
Q1 		$404K Sell
33,488
-1,663
-5% -$32.1K ﹤0.01% 1530
2019
Q4 		$919K Sell
35,151
-592
-2% -$13.3K ﹤0.01% 1380
2019
Q3 		$773K Sell
35,743
-350
-1% -$8.82K ﹤0.01% 1430
2019
Q2 		$1.1M Buy
36,093
+59
+0.2% +$1.94K ﹤0.01% 1268
2019
Q1 		$1.2M Sell
36,034
-951
-3% -$27.7K ﹤0.01% 1225
2018
Q4 		$985K Sell
36,985
-397
-1% -$12.2K ﹤0.01% 1278
2018
Q3 		$1.5M Buy
37,382
+1,215
+3% +$44.2K 0.01% 1192
2018
Q2 		$1.34M Buy
36,167
+7,840
+28% +$253K ﹤0.01% 1211
2018
Q1 		$697K Sell
28,327
-7,123
-20% -$169K ﹤0.01% 1484
2017
Q4 		$783K Buy
35,450
+2,313
+7% +$51.6K ﹤0.01% 1511
2017
Q3 		$838K Buy
33,137
+2,444
+8% +$55.3K ﹤0.01% 1448
2017
Q2 		$651K Buy
30,693
+6,546
+27% +$130K ﹤0.01% 1526
2017
Q1 		$418K Sell
24,147
-4,459
-16% -$69.8K ﹤0.01% 1705
2016
Q4 		$422K Sell
28,606
-384
-1% -$5.18K ﹤0.01% 1739
2016
Q3 		$325K Sell
28,990
-552
-2% -$6.13K ﹤0.01% 1858
2016
Q2 		$306K Sell
29,542
-1,532
-5% -$12K ﹤0.01% 1865
2016
Q1 		$160K Buy
31,074
+1,122
+4% +$7.89K ﹤0.01% 2986
2015
Q4 		$294K Buy
29,952
+376
+1% +$4.15K ﹤0.01% 2467
2015
Q3 		$407K Buy
29,576
+181
+0.6% +$2.6K ﹤0.01% 2192
2015
Q2 		$475K Sell
29,395
-2,808
-9% -$43.3K ﹤0.01% 2241
2015
Q1 		$440K Sell
32,203
-1,174
-4% -$16.4K ﹤0.01% 2260
2014
Q4 		$462K Sell
33,377
-2,082
-6% -$30.6K ﹤0.01% 2216
2014
Q3 		$540K Sell
35,459
-4,929
-12% -$81.5K ﹤0.01% 2075
2014
Q2 		$762K Buy
40,388
+4,040
+11% +$76.1K ﹤0.01% 1806
2014
Q1 		$716K Buy
36,348
+3,084
+9% +$71.3K ﹤0.01% 1819
2013
Q4 		$970K Buy
33,264
+1,228
+4% +$33.2K ﹤0.01% 1500
2013
Q3 		$736K Buy
32,036
+58
+0.2% +$1.21K ﹤0.01% 1661
2013
Q2 		$593K Buy
+31,978
New +$543K ﹤0.01% 1732

Other funds holding AVTA

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

American International Group's AVTA Position: Q4 2023 in Review

American International Group sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 20,992 shares — an estimated $537K sold.

American International Group first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $1.5M in Q3 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • American International Group reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • American International Group sold 20,992 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $537K.
  • American International Group first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • American International Group's Avantax, Inc. Common Stock position peaked at $1.5M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on American International Group's 13F filing for Q4 2023, filed 13 Feb 2024.