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

Covestor’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	-5	Closed	–	–	2876
2023 Q3	$0	Sell	5 -8	-62%	-$190	﹤0.01%	2871
2023 Q2	$0	Buy	13 +6	+86%	+$141	﹤0.01%	2806
2023 Q1	$0	Sell	7 -1	-13%	-$27	﹤0.01%	2742
2022 Q4	$0	Buy	8 +5	+167%	+$115	﹤0.01%	2764
2022 Q3	$0	Buy	+3	New	+$60	﹤0.01%	2786

Other funds holding AVTA

HNB

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

Covestor's AVTA Position: Q4 2023 in Review

Covestor sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 5 shares.

Covestor first reported a position in AVTA in Q3 2022 and held it in 5 quarters. The position peaked at $0 in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Covestor reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Covestor sold 5 Avantax, Inc. Common Stock shares in Q4 2023.
Covestor first reported a position in Avantax, Inc. Common Stock in Q3 2022 and held it in 5 quarters.
Covestor's Avantax, Inc. Common Stock position peaked at $0 in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

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