Barclays’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 |
-55,761
| Closed | -$1.43M | – | 5422 |
|
|
2023
Q3 | $1.43M | Buy |
55,761
+30,286
| +119% | +$718K | ﹤0.01% | 2101 |
|
|
2023
Q2 | $570K | Buy |
25,475
+1,323
| +5% | +$31.2K | ﹤0.01% | 2670 |
|
|
2023
Q1 | $636K | Buy |
24,152
+1,065
| +5% | +$28.9K | ﹤0.01% | 3095 |
|
|
2022
Q4 | $589K | Buy |
23,087
+7,049
| +44% | +$162K | ﹤0.01% | 3203 |
|
|
2022
Q3 | $310K | Buy |
16,038
+1,313
| +9% | +$26.4K | ﹤0.01% | 2958 |
|
|
2022
Q2 | $272K | Sell |
14,725
-24,411
| -62% | -$444K | ﹤0.01% | 3262 |
|
|
2022
Q1 | $766K | Sell |
39,136
-24,378
| -38% | -$442K | ﹤0.01% | 2599 |
|
|
2021
Q4 | $1.1M | Buy |
63,514
+24,636
| +63% | +$418K | ﹤0.01% | 2768 |
|
|
2021
Q3 | $606K | Buy |
38,878
+13,493
| +53% | +$218K | ﹤0.01% | 3087 |
|
|
2021
Q2 | $439K | Sell |
25,385
-34,750
| -58% | -$571K | ﹤0.01% | 3148 |
|
|
2021
Q1 | $1M | Buy |
60,135
+6,852
| +13% | +$115K | ﹤0.01% | 2782 |
|
|
2020
Q4 | $848K | Sell |
53,283
-5,206
| -9% | -$63.5K | ﹤0.01% | 2876 |
|
|
2020
Q3 | $551K | Buy |
58,489
+10,947
| +23% | +$121K | ﹤0.01% | 3168 |
|
|
2020
Q2 | $543K | Buy |
47,542
+2,736
| +6% | +$34.4K | ﹤0.01% | 3277 |
|
|
2020
Q1 | $539K | Sell |
44,806
-35,851
| -44% | -$692K | ﹤0.01% | 3523 |
|
|
2019
Q4 | $2.11M | Buy |
80,657
+9,026
| +13% | +$202K | ﹤0.01% | 2944 |
|
|
2019
Q3 | $1.55M | Buy |
71,631
+2,173
| +3% | +$54.8K | ﹤0.01% | 3185 |
|
|
2019
Q2 | $2.11M | Buy |
69,458
+15,849
| +30% | +$522K | ﹤0.01% | 2838 |
|
|
2019
Q1 | $1.79M | Buy |
53,609
+19,964
| +59% | +$581K | ﹤0.01% | 2694 |
|
|
2018
Q4 | $896K | Sell |
33,645
-32,104
| -49% | -$983K | ﹤0.01% | 3236 |
|
|
2018
Q3 | $2.65M | Buy |
65,749
+27,393
| +71% | +$998K | ﹤0.01% | 2545 |
|
|
2018
Q2 | $1.42M | Buy |
38,356
+7,158
| +23% | +$231K | ﹤0.01% | 2902 |
|
|
2018
Q1 | $767K | Buy |
31,198
+5,257
| +20% | +$125K | ﹤0.01% | 3525 |
|
|
2017
Q4 | $574K | Buy |
25,941
+19,864
| +327% | +$443K | ﹤0.01% | 3668 |
|
|
2017
Q3 | $153K | Sell |
6,077
-10,295
| -63% | -$233K | ﹤0.01% | 4631 |
|
|
2017
Q2 | $348K | Sell |
16,372
-9,981
| -38% | -$198K | ﹤0.01% | 3872 |
|
|
2017
Q1 | $457K | Buy |
26,353
+1,365
| +5% | +$21.4K | ﹤0.01% | 3490 |
|
|
2016
Q4 | $368K | Buy |
24,988
+9,987
| +67% | +$135K | ﹤0.01% | 3658 |
|
|
2016
Q3 | $168K | Buy |
15,001
+14,873
| +11,620% | +$165K | ﹤0.01% | 4114 |
|
|
2016
Q2 | $1K | Sell |
128
-46,558
| -100% | -$366K | ﹤0.01% | 6191 |
|
|
2016
Q1 | $234K | Sell |
46,686
-43,414
| -48% | -$305K | ﹤0.01% | 3730 |
|
|
2015
Q4 | $811K | Buy |
90,100
+16,773
| +23% | +$185K | ﹤0.01% | 2791 |
|
|
2015
Q3 | $954K | Buy |
73,327
+72,545
| +9,277% | +$1.04M | ﹤0.01% | 2752 |
|
|
2015
Q2 | $13K | Sell |
782
-43,084
| -98% | -$664K | ﹤0.01% | 5958 |
|
|
2015
Q1 | $570K | Sell |
43,866
-4,059
| -8% | -$56.6K | ﹤0.01% | 3496 |
|
|
2014
Q4 | $623K | Sell |
47,925
-97,270
| -67% | -$1.43M | ﹤0.01% | 3650 |
|
|
2014
Q3 | $2.18M | Sell |
145,195
-113,396
| -44% | -$1.87M | ﹤0.01% | 2585 |
|
|
2014
Q2 | $4.65M | Buy |
258,591
+173,983
| +206% | +$3.28M | ﹤0.01% | 1812 |
|
|
2014
Q1 | $1.61M | Buy |
84,608
+66,752
| +374% | +$1.54M | ﹤0.01% | 2764 |
|
|
2013
Q4 | $517K | Sell |
17,856
-79,834
| -82% | -$2.16M | ﹤0.01% | 4059 |
|
|
2013
Q3 | $2.15M | Sell |
97,690
-52,192
| -35% | -$1.09M | ﹤0.01% | 2486 |
|
|
2013
Q2 | $2.78M | Buy |
+149,882
| New | +$2.55M | ﹤0.01% | 2178 |
|
Other funds holding AVTA
Barclays's AVTA Position: Q4 2023 in Review
Barclays sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 55,761 shares — an estimated $1.43M sold.
Barclays first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $4.65M in Q2 2014. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- Barclays reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Barclays sold 55,761 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.43M.
- Barclays first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
- Barclays's Avantax, Inc. Common Stock position peaked at $4.65M in Q2 2014.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on Barclays's 13F filing for Q4 2023, filed 15 Feb 2024.