CA
AVTA

Clearstead Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Clearstead Advisors’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
Q3 		– Sell
-10
Closed -$224 – 1578
2023
Q2 		$224 Hold
10
– – ﹤0.01% 1336
2023
Q1 		$264 Hold
10
– – ﹤0.01% 1335
2022
Q4 		$255 Hold
10
– – ﹤0.01% 1265
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1390
2022
Q2 		$0 Hold
10
– – ﹤0.01% 1482
2022
Q1 		$0 Hold
10
– – ﹤0.01% 1475
2021
Q4 		$0 Buy
+10
New +$170 ﹤0.01% 1462

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Clearstead Advisors's AVTA Position: Q3 2023 in Review

Clearstead Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2023, closing a stake of 10 shares — an estimated $224 sold.

Clearstead Advisors first reported a position in AVTA in Q4 2021 and held it in 7 quarters. The position peaked at $264 in Q1 2023. 161 funds tracked by Wall St. Rank hold AVTA as of Q3 2023.

  • Clearstead Advisors reported no remaining Avantax, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Clearstead Advisors sold 10 Avantax, Inc. Common Stock shares in Q3 2023, an estimated $224.
  • Clearstead Advisors first reported a position in Avantax, Inc. Common Stock in Q4 2021 and held it in 7 quarters.
  • Clearstead Advisors's Avantax, Inc. Common Stock position peaked at $264 in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.