Citigroup
AVTA

Citigroup’s Avantax, Inc. Common Stock AVTA Stock Holding History

Citigroup’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
-15,232
Closed -$390K – 5928
2023
Q3 		$390K Sell
15,232
-20,024
-57% -$475K ﹤0.01% 3249
2023
Q2 		$789K Buy
35,256
+10,387
+42% +$245K ﹤0.01% 3015
2023
Q1 		$655K Sell
24,869
-7,986
-24% -$217K ﹤0.01% 2905
2022
Q4 		$839K Buy
32,855
+10,343
+46% +$237K ﹤0.01% 2776
2022
Q3 		$435K Buy
22,512
+1,907
+9% +$38.4K ﹤0.01% 3340
2022
Q2 		$380K Sell
20,605
-21,569
-51% -$392K ﹤0.01% 3420
2022
Q1 		$825K Buy
42,174
+4,707
+13% +$85.3K ﹤0.01% 3138
2021
Q4 		$649K Buy
37,467
+11,381
+44% +$193K ﹤0.01% 3623
2021
Q3 		$407K Sell
26,086
-984
-4% -$15.9K ﹤0.01% 3757
2021
Q2 		$469K Buy
27,070
+21,559
+391% +$354K ﹤0.01% 3756
2021
Q1 		$92K Sell
5,511
-7,423
-57% -$125K ﹤0.01% 4409
2020
Q4 		$206K Buy
12,934
+7,806
+152% +$95.3K ﹤0.01% 4968
2020
Q3 		$48K Sell
5,128
-32,974
-87% -$365K ﹤0.01% 5628
2020
Q2 		$435K Buy
38,102
+14,519
+62% +$182K ﹤0.01% 4390
2020
Q1 		$284K Sell
23,583
-40,002
-63% -$772K ﹤0.01% 4416
2019
Q4 		$1.66M Buy
63,585
+12,593
+25% +$282K ﹤0.01% 3206
2019
Q3 		$1.1M Buy
50,992
+20,936
+70% +$528K ﹤0.01% 3532
2019
Q2 		$913K Sell
30,056
-15,087
-33% -$497K ﹤0.01% 3739
2019
Q1 		$1.51M Buy
45,143
+17,715
+65% +$516K ﹤0.01% 2961
2018
Q4 		$730K Sell
27,428
-13,800
-33% -$423K ﹤0.01% 3723
2018
Q3 		$1.66M Sell
41,228
-6,111
-13% -$223K ﹤0.01% 2936
2018
Q2 		$1.75M Buy
47,339
+21,473
+83% +$693K ﹤0.01% 2796
2018
Q1 		$636K Sell
25,866
-67,809
-72% -$1.61M ﹤0.01% 3739
2017
Q4 		$2.07M Sell
93,675
-99,592
-52% -$2.22M ﹤0.01% 2637
2017
Q3 		$4.89M Sell
193,267
-14,046
-7% -$318K ﹤0.01% 1792
2017
Q2 		$4.39M Buy
207,313
+150,948
+268% +$2.99M ﹤0.01% 1808
2017
Q1 		$975K Sell
56,365
-17,420
-24% -$273K ﹤0.01% 3243
2016
Q4 		$1.09M Buy
73,785
+49,716
+207% +$671K ﹤0.01% 3603
2016
Q3 		$270K Buy
24,069
+9,443
+65% +$105K ﹤0.01% 4433
2016
Q2 		$152K Sell
14,626
-60,114
-80% -$473K ﹤0.01% 4744
2016
Q1 		$386K Buy
74,740
+61,854
+480% +$435K ﹤0.01% 4422
2015
Q4 		$127K Sell
12,886
-64,478
-83% -$712K ﹤0.01% 5162
2015
Q3 		$1.07M Buy
77,364
+69,208
+849% +$992K ﹤0.01% 3018
2015
Q2 		$132K Buy
8,156
+448
+6% +$6.9K ﹤0.01% 4784
2015
Q1 		$105K Sell
7,708
-10,859
-58% -$151K ﹤0.01% 4999
2014
Q4 		$257K Sell
18,567
-52,423
-74% -$771K ﹤0.01% 4486
2014
Q3 		$1.08M Buy
70,990
+68,809
+3,155% +$1.14M ﹤0.01% 2967
2014
Q2 		$41K Sell
2,181
-35,682
-94% -$672K ﹤0.01% 5296
2014
Q1 		$745K Buy
37,863
+10,143
+37% +$235K ﹤0.01% 3121
2013
Q4 		$808K Buy
27,720
+22,740
+457% +$614K ﹤0.01% 3380
2013
Q3 		$115K Sell
4,980
-20,236
-80% -$421K ﹤0.01% 4617
2013
Q2 		$468K Buy
+25,216
New +$428K ﹤0.01% 3542

Other funds holding AVTA

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

Citigroup's AVTA Position: Q4 2023 in Review

Citigroup sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 15,232 shares — an estimated $390K sold.

Citigroup first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $4.89M in Q3 2017. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Citigroup reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Citigroup sold 15,232 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $390K.
  • Citigroup first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Citigroup's Avantax, Inc. Common Stock position peaked at $4.89M in Q3 2017.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Citigroup's 13F filing for Q4 2023, filed 9 Feb 2024.