Ameritas Investment Partners’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 |
-3,911
| Closed | -$100K | – | 3122 |
|
|
2023
Q3 | $100K | Buy |
3,911
+660
| +20% | +$15.7K | ﹤0.01% | 1653 |
|
|
2023
Q2 | $72.8K | Sell |
3,251
-519
| -14% | -$12.2K | ﹤0.01% | 1803 |
|
|
2023
Q1 | $99.2K | Hold |
3,770
| – | – | ﹤0.01% | 1542 |
|
|
2022
Q4 | $103K | Hold |
3,770
| – | – | ﹤0.01% | 1582 |
|
|
2022
Q3 | $72K | Hold |
3,770
| – | – | ﹤0.01% | 1726 |
|
|
2022
Q2 | $69K | Hold |
3,770
| – | – | ﹤0.01% | 1775 |
|
|
2022
Q1 | $74K | Sell |
3,770
-455
| -11% | -$8.25K | ﹤0.01% | 1830 |
|
|
2021
Q4 | $73K | Hold |
4,225
| – | – | ﹤0.01% | 1885 |
|
|
2021
Q3 | $66K | Hold |
4,225
| – | – | ﹤0.01% | 1976 |
|
|
2021
Q2 | $73K | Hold |
4,225
| – | – | ﹤0.01% | 1937 |
|
|
2021
Q1 | $70K | Hold |
4,225
| – | – | ﹤0.01% | 1882 |
|
|
2020
Q4 | $67K | Hold |
4,225
| – | – | ﹤0.01% | 1815 |
|
|
2020
Q3 | $40K | Hold |
4,225
| – | – | ﹤0.01% | 1983 |
|
|
2020
Q2 | $48K | Hold |
4,225
| – | – | ﹤0.01% | 1861 |
|
|
2020
Q1 | $51K | Hold |
4,225
| – | – | ﹤0.01% | 1652 |
|
|
2019
Q4 | $110K | Buy |
4,225
+314
| +8% | +$7.03K | ﹤0.01% | 1458 |
|
|
2019
Q3 | $85K | Hold |
3,911
| – | – | ﹤0.01% | 1573 |
|
|
2019
Q2 | $119K | Hold |
3,911
| – | – | 0.01% | 1388 |
|
|
2019
Q1 | $131K | Hold |
3,911
| – | – | 0.01% | 1304 |
|
|
2018
Q4 | $104K | Hold |
3,911
| – | – | 0.01% | 1354 |
|
|
2018
Q3 | $157K | Hold |
3,911
| – | – | 0.01% | 1256 |
|
|
2018
Q2 | $145K | Buy |
3,911
+287
| +8% | +$9.26K | 0.01% | 1281 |
|
|
2018
Q1 | $89K | Hold |
3,624
| – | – | ﹤0.01% | 1567 |
|
|
2017
Q4 | $80K | Hold |
3,624
| – | – | ﹤0.01% | 1637 |
|
|
2017
Q3 | $82K | Hold |
3,624
| – | – | ﹤0.01% | 1585 |
|
|
2017
Q2 | $77K | Buy |
3,624
+467
| +15% | +$9.24K | ﹤0.01% | 1631 |
|
|
2017
Q1 | $55K | Buy |
+3,157
| New | +$49.4K | ﹤0.01% | 1783 |
|
Other funds holding AVTA
Ameritas Investment Partners's AVTA Position: Q4 2023 in Review
Ameritas Investment Partners sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 3,911 shares — an estimated $100K sold.
Ameritas Investment Partners first reported a position in AVTA in Q1 2017 and held it in 27 quarters. The position peaked at $157K in Q3 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- Ameritas Investment Partners reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Ameritas Investment Partners sold 3,911 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $100K.
- Ameritas Investment Partners first reported a position in Avantax, Inc. Common Stock in Q1 2017 and held it in 27 quarters.
- Ameritas Investment Partners's Avantax, Inc. Common Stock position peaked at $157K in Q3 2018.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on Ameritas Investment Partners's 13F filing for Q4 2023, filed 14 Feb 2024.