Bell Investment Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bell Investment Advisors’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	-24	Closed	-$614	–	2030
2023 Q3	$614	Buy	+24	New	+$569	﹤0.01%	1711

Other funds holding AVTA

HNB

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

Bell Investment Advisors's AVTA Position: Q4 2023 in Review

Bell Investment Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 24 shares — an estimated $614 sold.

Bell Investment Advisors first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $614 in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Bell Investment Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Bell Investment Advisors sold 24 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $614.
Bell Investment Advisors first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
Bell Investment Advisors's Avantax, Inc. Common Stock position peaked at $614 in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.