Bank of America
AVTA

Bank of America’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bank of America’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
-156,462
Closed -$4M – 8363
2023
Q3 		$4M Buy
156,462
+124,587
+391% +$2.95M ﹤0.01% 3609
2023
Q2 		$713K Sell
31,875
-21,334
-40% -$502K ﹤0.01% 5016
2023
Q1 		$1.4M Buy
53,209
+12,312
+30% +$334K ﹤0.01% 4650
2022
Q4 		$1.04M Sell
40,897
-8,082
-17% -$185K ﹤0.01% 4817
2022
Q3 		$948K Buy
48,979
+29,365
+150% +$591K ﹤0.01% 4935
2022
Q2 		$361K Sell
19,614
-33,731
-63% -$613K ﹤0.01% 5660
2022
Q1 		$1.04M Sell
53,345
-24,382
-31% -$442K ﹤0.01% 5192
2021
Q4 		$1.35M Buy
77,727
+21,573
+38% +$366K ﹤0.01% 4958
2021
Q3 		$875K Buy
56,154
+6,321
+13% +$102K ﹤0.01% 5201
2021
Q2 		$863K Sell
49,833
-103,719
-68% -$1.7M ﹤0.01% 5029
2021
Q1 		$2.55M Buy
153,552
+36,843
+32% +$618K ﹤0.01% 4039
2020
Q4 		$1.86M Sell
116,709
-52,060
-31% -$635K ﹤0.01% 4011
2020
Q3 		$1.59M Sell
168,769
-50,434
-23% -$558K ﹤0.01% 3857
2020
Q2 		$2.5M Sell
219,203
-456
-0.2% -$5.73K ﹤0.01% 3433
2020
Q1 		$2.65M Sell
219,659
-107,352
-33% -$2.07M ﹤0.01% 3268
2019
Q4 		$8.55M Sell
327,011
-52,829
-14% -$1.18M ﹤0.01% 2704
2019
Q3 		$8.22M Buy
379,840
+40,049
+12% +$1.01M ﹤0.01% 2719
2019
Q2 		$10.3M Sell
339,791
-16,314
-5% -$537K ﹤0.01% 2524
2019
Q1 		$11.9M Sell
356,105
-31,630
-8% -$921K ﹤0.01% 2307
2018
Q4 		$10.3M Buy
387,735
+41,198
+12% +$1.26M ﹤0.01% 2278
2018
Q3 		$13.9M Buy
346,537
+4,394
+1% +$160K ﹤0.01% 2139
2018
Q2 		$12.7M Sell
342,143
-88,291
-21% -$2.85M ﹤0.01% 2222
2018
Q1 		$10.6M Buy
430,434
+283,117
+192% +$6.73M ﹤0.01% 2354
2017
Q4 		$3.25M Buy
147,317
+56,455
+62% +$1.26M ﹤0.01% 3520
2017
Q3 		$2.3M Buy
90,862
+2,164
+2% +$49K ﹤0.01% 3868
2017
Q2 		$1.88M Buy
88,698
+14,112
+19% +$279K ﹤0.01% 3944
2017
Q1 		$1.29M Buy
74,586
+34,055
+84% +$533K ﹤0.01% 4245
2016
Q4 		$597K Buy
40,531
+9,534
+31% +$129K ﹤0.01% 4696
2016
Q3 		$347K Sell
30,997
-129,223
-81% -$1.44M ﹤0.01% 4861
2016
Q2 		$1.66M Buy
160,220
+144,399
+913% +$1.14M ﹤0.01% 3783
2016
Q1 		$81K Sell
15,821
-5,686
-26% -$40K ﹤0.01% 5583
2015
Q4 		$211K Sell
21,507
-8,395
-28% -$92.6K ﹤0.01% 5351
2015
Q3 		$412K Sell
29,902
-28,457
-49% -$408K ﹤0.01% 4936
2015
Q2 		$942K Buy
58,359
+37,486
+180% +$577K ﹤0.01% 4168
2015
Q1 		$284K Sell
20,873
-15,688
-43% -$219K ﹤0.01% 4697
2014
Q4 		$507K Sell
36,561
-16,860
-32% -$248K ﹤0.01% 4613
2014
Q3 		$814K Buy
53,421
+5,941
+13% +$98.2K ﹤0.01% 4160
2014
Q2 		$896K Sell
47,480
-187,975
-80% -$3.54M ﹤0.01% 4082
2014
Q1 		$4.64M Buy
235,455
+163,238
+226% +$3.77M ﹤0.01% 2464
2013
Q4 		$2.11M Sell
72,217
-30,756
-30% -$830K ﹤0.01% 3271
2013
Q3 		$2.37M Buy
102,973
+53,935
+110% +$1.12M ﹤0.01% 3100
2013
Q2 		$909K Buy
+49,038
New +$833K ﹤0.01% 4149

Other funds holding AVTA

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

Bank of America's AVTA Position: Q4 2023 in Review

Bank of America sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 156,462 shares — an estimated $4M sold.

Bank of America first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $13.9M in Q3 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Bank of America reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Bank of America sold 156,462 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $4M.
  • Bank of America first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Bank of America's Avantax, Inc. Common Stock position peaked at $13.9M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

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