BCK Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

BCK Capital Management’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	-27,000	Closed	-$691K	–	92
2023 Q3	$691K	Buy	+27,000	New	+$640K	0.35%	47

Other funds holding AVTA

HNB

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

BCK Capital Management's AVTA Position: Q4 2023 in Review

BCK Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 27,000 shares — an estimated $691K sold.

BCK Capital Management first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $691K in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

BCK Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
BCK Capital Management sold 27,000 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $691K.
BCK Capital Management first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
BCK Capital Management's Avantax, Inc. Common Stock position peaked at $691K in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on BCK Capital Management's 13F filing for Q4 2023, filed 6 Feb 2024.