CG
AVTA

Carmignac Gestion’s Avantax, Inc. Common Stock AVTA Stock Holding History

Carmignac Gestion’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
-56,144
Closed -$1.44M – 158
2023
Q3 		$1.44M Buy
+56,144
New +$1.33M 0.03% 110

Other funds holding AVTA

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carmignac Gestion's AVTA Position: Q4 2023 in Review

Carmignac Gestion sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 56,144 shares — an estimated $1.44M sold.

Carmignac Gestion first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $1.44M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Carmignac Gestion reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Carmignac Gestion sold 56,144 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.44M.
  • Carmignac Gestion first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
  • Carmignac Gestion's Avantax, Inc. Common Stock position peaked at $1.44M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Carmignac Gestion's 13F filing for Q4 2023, filed 13 Feb 2024.