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

Crewe 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 Q4	–	Sell	-5	Closed	-$128	–	724
2023 Q3	$128	Sell	5 -1	-17%	-$24	﹤0.01%	512
2023 Q2	$135	Buy	+6	New	+$141	﹤0.01%	795

Other funds holding AVTA

HNB

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

Crewe Advisors's AVTA Position: Q4 2023 in Review

Crewe Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 5 shares — an estimated $128 sold.

Crewe Advisors first reported a position in AVTA in Q2 2023 and held it in 2 quarters. The position peaked at $135 in Q2 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Crewe Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 5 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $128.
Crewe Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
Crewe Advisors's Avantax, Inc. Common Stock position peaked at $135 in Q2 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

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