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
2020
Q3 		– Sell
-2,100
Closed -$24K – 7644
2020
Q2 		$24K Buy
2,100
+100
+5% +$1.26K ﹤0.01% 6492
2020
Q1 		$24K Buy
2,000
+1,400
+233% +$27K ﹤0.01% 6585
2019
Q4 		$16K Sell
600
-2,700
-82% -$60.5K ﹤0.01% 7035
2019
Q3 		$71K Sell
3,300
-300
-8% -$7.56K ﹤0.01% 5905
2019
Q2 		$109K Sell
3,600
-700
-16% -$23K ﹤0.01% 5792
2019
Q1 		$144K Buy
4,300
+1,500
+54% +$43.7K ﹤0.01% 5413
2018
Q4 		$75K Sell
2,800
-1,000
-26% -$30.6K ﹤0.01% 5896
2018
Q3 		$153K Sell
3,800
-4,400
-54% -$160K ﹤0.01% 5505
2018
Q2 		$303K Buy
8,200
+3,200
+64% +$103K ﹤0.01% 4615
2018
Q1 		$123K Buy
5,000
+1,300
+35% +$30.9K ﹤0.01% 5423
2017
Q4 		$82K Buy
3,700
+700
+23% +$15.6K ﹤0.01% 5826
2017
Q3 		$76K Buy
+3,000
New +$67.9K ﹤0.01% 5766
2017
Q1 		– Sell
-5,100
Closed -$75K – 7381
2016
Q4 		$75K Buy
5,100
+1,000
+24% +$13.5K ﹤0.01% 5948
2016
Q3 		$46K Buy
4,100
+2,900
+242% +$32.2K ﹤0.01% 5718
2016
Q2 		$12K Sell
1,200
-2,100
-64% -$16.5K ﹤0.01% 6465
2016
Q1 		$17K Hold
3,300
– – ﹤0.01% 6617
2015
Q4 		$32K Buy
+3,300
New +$36.4K ﹤0.01% 6233
2014
Q4 		– Sell
-165,000
Closed -$2.52M – 7379
2014
Q3 		$2.52M Buy
+165,000
New +$2.73M ﹤0.01% 2373

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.