Credit Suisse’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 |
-86,717
| Closed | -$2.22M | – | 3184 |
|
|
2023
Q3 | $2.22M | Buy |
86,717
+46,989
| +118% | +$1.11M | ﹤0.01% | 1768 |
|
|
2023
Q2 | $889K | Buy |
39,728
+2,912
| +8% | +$68.6K | ﹤0.01% | 2460 |
|
|
2023
Q1 | $969K | Buy |
36,816
+9
| +0% | +$244 | ﹤0.01% | 2346 |
|
|
2022
Q4 | $940K | Sell |
36,807
-25,601
| -41% | -$587K | ﹤0.01% | 2382 |
|
|
2022
Q3 | $1.21M | Buy |
62,408
+3,699
| +6% | +$74.4K | ﹤0.01% | 2199 |
|
|
2022
Q2 | $1.08M | Sell |
58,709
-2,173
| -4% | -$39.5K | ﹤0.01% | 2331 |
|
|
2022
Q1 | $1.19M | Buy |
60,882
+632
| +1% | +$11.5K | ﹤0.01% | 2435 |
|
|
2021
Q4 | $1.04M | Sell |
60,250
-4,158
| -6% | -$70.6K | ﹤0.01% | 3283 |
|
|
2021
Q3 | $1M | Sell |
64,408
-1,943
| -3% | -$31.4K | ﹤0.01% | 3338 |
|
|
2021
Q2 | $1.15M | Buy |
66,351
+5,671
| +9% | +$93.1K | ﹤0.01% | 3286 |
|
|
2021
Q1 | $1.01M | Sell |
60,680
-9,322
| -13% | -$156K | ﹤0.01% | 3319 |
|
|
2020
Q4 | $1.11M | Buy |
70,002
+6,504
| +10% | +$79.4K | ﹤0.01% | 3260 |
|
|
2020
Q3 | $598K | Sell |
63,498
-938
| -1% | -$10.4K | ﹤0.01% | 3283 |
|
|
2020
Q2 | $736K | Buy |
64,436
+25,269
| +65% | +$317K | ﹤0.01% | 3100 |
|
|
2020
Q1 | $471K | Sell |
39,167
-66,592
| -63% | -$1.28M | ﹤0.01% | 3149 |
|
|
2019
Q4 | $2.76M | Buy |
105,759
+74,505
| +238% | +$1.67M | ﹤0.01% | 2355 |
|
|
2019
Q3 | $677K | Buy |
31,254
+1,811
| +6% | +$45.7K | ﹤0.01% | 3251 |
|
|
2019
Q2 | $894K | Sell |
29,443
-2,126
| -7% | -$70K | ﹤0.01% | 3015 |
|
|
2019
Q1 | $1.05M | Sell |
31,569
-12,936
| -29% | -$377K | ﹤0.01% | 2848 |
|
|
2018
Q4 | $1.19M | Buy |
44,505
+6,558
| +17% | +$201K | ﹤0.01% | 2648 |
|
|
2018
Q3 | $1.53M | Sell |
37,947
-13,311
| -26% | -$485K | ﹤0.01% | 2554 |
|
|
2018
Q2 | $1.9M | Buy |
51,258
+515
| +1% | +$16.6K | ﹤0.01% | 2512 |
|
|
2018
Q1 | $1.25M | Buy |
50,743
+4,522
| +10% | +$108K | ﹤0.01% | 2808 |
|
|
2017
Q4 | $1.02M | Sell |
46,221
-13,155
| -22% | -$293K | ﹤0.01% | 2978 |
|
|
2017
Q3 | $1.5M | Sell |
59,376
-4,626
| -7% | -$105K | ﹤0.01% | 2792 |
|
|
2017
Q2 | $1.36M | Sell |
64,002
-273,523
| -81% | -$5.41M | ﹤0.01% | 2499 |
|
|
2017
Q1 | $5.84M | Buy |
337,525
+278,657
| +473% | +$4.36M | 0.01% | 1549 |
|
|
2016
Q4 | $868K | Sell |
58,868
-6,994
| -11% | -$94.3K | ﹤0.01% | 3119 |
|
|
2016
Q3 | $737K | Buy |
65,862
+7,413
| +13% | +$82.3K | ﹤0.01% | 3199 |
|
|
2016
Q2 | $605K | Sell |
58,449
-240,283
| -80% | -$1.89M | ﹤0.01% | 3300 |
|
|
2016
Q1 | $1.54M | Buy |
298,732
+231,213
| +342% | +$1.63M | ﹤0.01% | 2398 |
|
|
2015
Q4 | $661K | Buy |
67,519
+22,796
| +51% | +$252K | ﹤0.01% | 3160 |
|
|
2015
Q3 | $615K | Sell |
44,723
-6,975
| -13% | -$100K | ﹤0.01% | 3246 |
|
|
2015
Q2 | $835K | Buy |
51,698
+7,863
| +18% | +$121K | ﹤0.01% | 3338 |
|
|
2015
Q1 | $600K | Sell |
43,835
-34,333
| -44% | -$479K | ﹤0.01% | 3417 |
|
|
2014
Q4 | $1.08M | Buy |
78,168
+40,775
| +109% | +$600K | ﹤0.01% | 3074 |
|
|
2014
Q3 | $570K | Sell |
37,393
-16,985
| -31% | -$281K | ﹤0.01% | 3539 |
|
|
2014
Q2 | $1.03M | Sell |
54,378
-142,898
| -72% | -$2.69M | ﹤0.01% | 3256 |
|
|
2014
Q1 | $3.88M | Buy |
197,276
+81,247
| +70% | +$1.88M | ﹤0.01% | 1966 |
|
|
2013
Q4 | $3.38M | Buy |
116,029
+24,702
| +27% | +$667K | ﹤0.01% | 2180 |
|
|
2013
Q3 | $2.1M | Buy |
91,327
+30,507
| +50% | +$635K | ﹤0.01% | 2353 |
|
|
2013
Q2 | $1.13M | Buy |
+60,820
| New | +$1.03M | ﹤0.01% | 2698 |
|
Other funds holding AVTA
Credit Suisse's AVTA Position: Q4 2023 in Review
Credit Suisse sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 86,717 shares — an estimated $2.22M sold.
Credit Suisse first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $5.84M in Q1 2017. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- Credit Suisse reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Credit Suisse sold 86,717 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $2.22M.
- Credit Suisse first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
- Credit Suisse's Avantax, Inc. Common Stock position peaked at $5.84M in Q1 2017.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on Credit Suisse's 13F filing for Q4 2023, filed 8 Feb 2024.