Citigroup’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-400
| Closed | -$5K | – | 7643 |
|
|
2020
Q2 | $5K | Sell |
400
-4,900
| -92% | -$61.5K | ﹤0.01% | 7287 |
|
|
2020
Q1 | $64K | Sell |
5,300
-600
| -10% | -$11.6K | ﹤0.01% | 5747 |
|
|
2019
Q4 | $154K | Buy |
+5,900
| New | +$132K | ﹤0.01% | 5402 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$3K | – | 7856 |
|
|
2019
Q2 | $3K | Buy |
+100
| New | +$3.29K | ﹤0.01% | 7584 |
|
|
2019
Q1 | – | Sell |
-2,500
| Closed | -$67K | – | 7865 |
|
|
2018
Q4 | $67K | Sell |
2,500
-4,100
| -62% | -$126K | ﹤0.01% | 5992 |
|
|
2018
Q3 | $266K | Buy |
6,600
+400
| +6% | +$14.6K | ﹤0.01% | 4951 |
|
|
2018
Q2 | $229K | Buy |
6,200
+5,200
| +520% | +$168K | ﹤0.01% | 4920 |
|
|
2018
Q1 | $25K | Sell |
1,000
-2,900
| -74% | -$68.9K | ﹤0.01% | 6634 |
|
|
2017
Q4 | $86K | Sell |
3,900
-3,600
| -48% | -$80.2K | ﹤0.01% | 5780 |
|
|
2017
Q3 | $190K | Buy |
7,500
+300
| +4% | +$6.79K | ﹤0.01% | 5033 |
|
|
2017
Q2 | $153K | Buy |
+7,200
| New | +$143K | ﹤0.01% | 5013 |
|
|
2017
Q1 | – | Sell |
-700
| Closed | -$10K | – | 7380 |
|
|
2016
Q4 | $10K | Sell |
700
-1,100
| -61% | -$14.8K | ﹤0.01% | 6758 |
|
|
2016
Q3 | $20K | Buy |
1,800
+200
| +13% | +$2.22K | ﹤0.01% | 6220 |
|
|
2016
Q2 | $17K | Buy |
1,600
+300
| +23% | +$2.36K | ﹤0.01% | 6258 |
|
|
2016
Q1 | $7K | Buy |
1,300
+1,100
| +550% | +$7.73K | ﹤0.01% | 6922 |
|
|
2015
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 7297 |
|
|
2015
Q3 | $3K | Buy |
+200
| New | +$2.87K | ﹤0.01% | 6951 |
|
Other funds holding AVTA
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.