Comerica Bank
AVTA

Comerica Bank’s Avantax, Inc. Common Stock AVTA Stock Holding History

Comerica Bank’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
-16,858
Closed -$431K – 3862
2023
Q3 		$431K Buy
+16,858
New +$400K ﹤0.01% 1857
2022
Q4 		$762K Sell
28,228
-8,320
-23% -$191K 0.01% 1605
2022
Q3 		$761K Sell
36,548
-3,925
-10% -$78.9K 0.01% 1612
2022
Q2 		$771K Sell
40,473
-1,360
-3% -$24.7K 0.01% 1656
2022
Q1 		$879K Sell
41,833
-230
-0.5% -$4.17K 0.01% 1642
2021
Q4 		$660K Sell
42,063
-2,243
-5% -$38.1K ﹤0.01% 1755
2021
Q3 		$740K Sell
44,306
-1,086
-2% -$17.6K ﹤0.01% 1808
2021
Q2 		$709K Sell
45,392
-3,368
-7% -$55.3K ﹤0.01% 1885
2021
Q1 		$712K Sell
48,760
-1,942
-4% -$32.6K ﹤0.01% 1911
2020
Q4 		$866K Buy
50,702
+219
+0.4% +$2.67K 0.01% 1798
2020
Q3 		$560K Sell
50,483
-362
-0.7% -$4K ﹤0.01% 1866
2020
Q2 		$594K Buy
50,845
+3,277
+7% +$41.1K ﹤0.01% 1790
2020
Q1 		$638K Buy
47,568
+1,406
+3% +$27.1K 0.01% 1606
2019
Q4 		$1.08M Buy
46,162
+228
+0.5% +$5.11K 0.01% 1514
2019
Q3 		$981K Buy
45,934
+168
+0.4% +$4.24K 0.01% 1536
2019
Q2 		$1.34M Sell
45,766
-2,438
-5% -$80.2K 0.01% 1354
2019
Q1 		$1.67M Buy
48,204
+1,052
+2% +$30.6K 0.01% 1241
2018
Q4 		$1.36M Buy
47,152
+763
+2% +$23.4K 0.01% 1360
2018
Q3 		$1.53M Sell
46,389
-3,500
-7% -$127K 0.01% 1326
2018
Q2 		$1.91M Buy
49,889
+544
+1% +$17.5K 0.01% 1296
2018
Q1 		$1.33M Buy
49,345
+2,118
+4% +$50.4K 0.01% 1474
2017
Q4 		$1.12M Buy
47,227
+2
+0% +$45 0.01% 1582
2017
Q3 		$1.03M Buy
47,225
+5,723
+14% +$130K 0.01% 1611
2017
Q2 		$867K Sell
41,502
-1,389
-3% -$27.5K 0.01% 1636
2017
Q1 		$789K Buy
42,891
+2,221
+5% +$34.8K 0.01% 1707
2016
Q4 		$606K Buy
40,670
+1,442
+4% +$19.5K ﹤0.01% 1792
2016
Q3 		$449K Sell
39,228
-2,683
-6% -$29.8K ﹤0.01% 1816
2016
Q2 		$460K Sell
41,911
-364
-0.9% -$2.86K ﹤0.01% 1815
2016
Q1 		$227K Buy
42,275
+894
+2% +$6.29K ﹤0.01% 1975
2015
Q4 		$359K Sell
41,381
-659
-2% -$7.27K ﹤0.01% 1817
2015
Q3 		$579K Sell
42,040
-41,190
-49% -$590K 0.01% 1659
2015
Q2 		$1.34M Buy
83,230
+42,409
+104% +$653K 0.01% 1660
2015
Q1 		$558K Sell
40,821
-39,869
-49% -$556K ﹤0.01% 1720
2014
Q4 		$1.12M Buy
80,690
+40,048
+99% +$589K ﹤0.01% 1712
2014
Q3 		$619K Sell
40,642
-842
-2% -$13.9K 0.01% 1691
2014
Q2 		$783K Sell
41,484
-844
-2% -$15.9K 0.01% 1614
2014
Q1 		$833K Sell
42,328
-632
-1% -$14.6K 0.01% 1647
2013
Q4 		$1.25M Sell
42,960
-4,203
-9% -$113K 0.01% 1429
2013
Q3 		$1.08M Buy
47,163
+3,411
+8% +$71K 0.01% 1592
2013
Q2 		$811K Buy
+43,752
New +$743K 0.01% 1509

Other funds holding AVTA

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

Comerica Bank's AVTA Position: Q4 2023 in Review

Comerica Bank sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 16,858 shares — an estimated $431K sold.

Comerica Bank first reported a position in AVTA in Q2 2013 and held it in 40 quarters. The position peaked at $1.91M in Q2 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Comerica Bank reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Comerica Bank sold 16,858 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $431K.
  • Comerica Bank first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 40 quarters.
  • Comerica Bank's Avantax, Inc. Common Stock position peaked at $1.91M in Q2 2018.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

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