Barclays
AVTA

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

Barclays’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
2019
Q1 		– Sell
-1,100
Closed -$29K – 7426
2018
Q4 		$29K Hold
1,100
– – ﹤0.01% 5745
2018
Q3 		$44K Sell
1,100
-400
-27% -$14.6K ﹤0.01% 6158
2018
Q2 		$56K Sell
1,500
-5,100
-77% -$164K ﹤0.01% 5587
2018
Q1 		$162K Sell
6,600
-7,200
-52% -$171K ﹤0.01% 5008
2017
Q4 		$305K Buy
13,800
+9,700
+237% +$216K ﹤0.01% 4332
2017
Q3 		$104K Buy
4,100
+3,100
+310% +$70.2K ﹤0.01% 4912
2017
Q2 		$21K Sell
1,000
-2,100
-68% -$41.6K ﹤0.01% 5787
2017
Q1 		$54K Sell
3,100
-1,700
-35% -$26.6K ﹤0.01% 5297
2016
Q4 		$71K Buy
4,800
+4,500
+1,500% +$60.7K ﹤0.01% 4960
2016
Q3 		$3K Hold
300
– – ﹤0.01% 6167
2016
Q2 		$3K Sell
300
-3,100
-91% -$24.4K ﹤0.01% 5881
2016
Q1 		$17K Buy
3,400
+1,000
+42% +$7.03K ﹤0.01% 5289
2015
Q4 		$22K Buy
2,400
+2,100
+700% +$23.2K ﹤0.01% 5163
2015
Q3 		$4K Buy
+300
New +$4.3K ﹤0.01% 6146
2015
Q2 		– Sell
-156,900
Closed -$2.04M – 7265
2015
Q1 		$2.04M Sell
156,900
-11,500
-7% -$160K ﹤0.01% 2300
2014
Q4 		$2.19M Buy
168,400
+73,000
+77% +$1.07M ﹤0.01% 2449
2014
Q3 		$1.43M Buy
95,400
+85,700
+884% +$1.42M ﹤0.01% 2979
2014
Q2 		$175K Buy
9,700
+8,000
+471% +$151K ﹤0.01% 4941
2014
Q1 		$32K Sell
1,700
-1,600
-48% -$37K ﹤0.01% 6332
2013
Q4 		$96K Sell
3,300
-1,200
-27% -$32.4K ﹤0.01% 5676
2013
Q3 		$99K Sell
4,500
-1,800
-29% -$37.5K ﹤0.01% 5618
2013
Q2 		$117K Buy
+6,300
New +$107K ﹤0.01% 5666

Other funds holding AVTA

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

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.