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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-53,422
Closed -$1.37M 2373
2023
Q3
$1.37M Buy
+53,422
New +$1.27M 0.03% 517

Other funds holding AVTA

Centiva Capital's AVTA Position: Q4 2023 in Review

Centiva Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 53,422 shares — an estimated $1.37M sold.

Centiva Capital first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $1.37M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Centiva Capital reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Centiva Capital sold 53,422 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.37M.
  • Centiva Capital first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
  • Centiva Capital's Avantax, Inc. Common Stock position peaked at $1.37M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Centiva Capital's 13F filing for Q4 2023, filed 14 Feb 2024.