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
2014 Q2	–	Sell	-41,500	Closed	-$817K	–	8264
2014 Q1	$817K	Buy	+41,500	New	+$960K	﹤0.01%	4121

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.