Credit Agricole’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3
| Closed | -$77 | – | 1004 |
|
|
2023
Q3 | $77 | Hold |
3
| – | – | ﹤0.01% | 915 |
|
|
2023
Q2 | $67 | Hold |
3
| – | – | ﹤0.01% | 685 |
|
|
2023
Q1 | $79 | Hold |
3
| – | – | ﹤0.01% | 653 |
|
|
2022
Q4 | $77 | Hold |
3
| – | – | ﹤0.01% | 704 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 730 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 742 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 773 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 740 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 749 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 763 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 721 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 640 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 556 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 528 |
|
|
2020
Q1 | $0 | Sell |
3
-1
| -25% | -$19 | ﹤0.01% | 658 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 685 |
|
|
2019
Q3 | $0 | Buy |
4
+1
| +33% | +$25 | ﹤0.01% | 680 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 525 |
|
|
2019
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 517 |
|
|
2018
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 505 |
|
|
2018
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 460 |
|
|
2018
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 414 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 393 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1163 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1463 |
|
|
2017
Q2 | $0 | Sell |
3
-929
| -100% | -$18.4K | ﹤0.01% | 1622 |
|
|
2017
Q1 | $356K | Buy |
932
+929
| +30,967% | +$14.6K | ﹤0.01% | 1446 |
|
|
2016
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1571 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1668 |
|
|
2016
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1528 |
|
|
2016
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1403 |
|
|
2015
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1472 |
|
|
2015
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1490 |
|
|
2015
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1479 |
|
|
2015
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1547 |
|
|
2014
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1640 |
|
|
2014
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1627 |
|
|
2014
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1674 |
|
|
2014
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1666 |
|
|
2013
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1711 |
|
|
2013
Q3 | $0 | Buy |
+3
| New | +$62 | ﹤0.01% | 1641 |
|
Other funds holding AVTA
Credit Agricole's AVTA Position: Q4 2023 in Review
Credit Agricole sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 3 shares — an estimated $77 sold.
Credit Agricole first reported a position in AVTA in Q3 2013 and held it in 41 quarters. The position peaked at $356K in Q1 2017. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- Credit Agricole reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Credit Agricole sold 3 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $77.
- Credit Agricole first reported a position in Avantax, Inc. Common Stock in Q3 2013 and held it in 41 quarters.
- Credit Agricole's Avantax, Inc. Common Stock position peaked at $356K in Q1 2017.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on Credit Agricole's 13F filing for Q4 2023, filed 13 Feb 2024.