EJF Capital’s Avantax, Inc. Common Stock AVTA Stock Holding History

EJF Capital’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	-57,432	Closed	-$1.47M	–	103
2023 Q3	$1.47M	Buy	57,432 +23,432	+69%	+$556K	0.65%	40
2023 Q2	$761K	Hold	34,000	–	–	0.35%	60
2023 Q1	$895K	Buy	+34,000	New	+$923K	0.33%	62

Other funds holding AVTA

HNB

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

EJF Capital's AVTA Position: Q4 2023 in Review

EJF Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 57,432 shares — an estimated $1.47M sold.

EJF Capital first reported a position in AVTA in Q1 2023 and held it in 3 quarters. The position peaked at $1.47M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

EJF Capital reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
EJF Capital sold 57,432 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.47M.
EJF Capital first reported a position in Avantax, Inc. Common Stock in Q1 2023 and held it in 3 quarters.
EJF Capital's Avantax, Inc. Common Stock position peaked at $1.47M in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

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