Caldwell Sutter Capital’s Avantax, Inc. Common Stock AVTA Stock Holding History

Caldwell Sutter Capital’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	-2	Closed	-$51	–	984
2023 Q3	$51	Hold	2	–	–	﹤0.01%	871
2023 Q2	$45	Hold	2	–	–	﹤0.01%	850
2023 Q1	$53	Hold	2	–	–	﹤0.01%	559
2022 Q4	$51	Buy	+2	New	+$46	﹤0.01%	314

Other funds holding AVTA

HNB

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

Caldwell Sutter Capital's AVTA Position: Q4 2023 in Review

Caldwell Sutter Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 2 shares — an estimated $51 sold.

Caldwell Sutter Capital first reported a position in AVTA in Q4 2022 and held it in 4 quarters. The position peaked at $53 in Q1 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Caldwell Sutter Capital reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Caldwell Sutter Capital sold 2 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $51.
Caldwell Sutter Capital first reported a position in Avantax, Inc. Common Stock in Q4 2022 and held it in 4 quarters.
Caldwell Sutter Capital's Avantax, Inc. Common Stock position peaked at $53 in Q1 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Caldwell Sutter Capital's 13F filing for Q4 2023, filed 19 Jan 2024.