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

Amundi’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	-4,724	Closed	-$121K	–	2105
2023 Q3	$121K	Sell	4,724 -399	-8%	-$9.46K	﹤0.01%	1716
2023 Q2	$117K	Sell	5,123 -288	-5%	-$6.78K	﹤0.01%	1734
2023 Q1	$141K	Buy	+5,411	New	+$147K	﹤0.01%	1665

Other funds holding AVTA

HNB

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

Amundi's AVTA Position: Q4 2023 in Review

Amundi sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 4,724 shares — an estimated $121K sold.

Amundi first reported a position in AVTA in Q1 2023 and held it in 3 quarters. The position peaked at $141K in Q1 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Amundi reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Amundi sold 4,724 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $121K.
Amundi first reported a position in Avantax, Inc. Common Stock in Q1 2023 and held it in 3 quarters.
Amundi's Avantax, Inc. Common Stock position peaked at $141K in Q1 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

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