ECM
AVTA

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

Everence Capital Management’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
-15,340
Closed -$392 – 821
2023
Q3 		$392 Hold
15,340
– – 0.03% 462
2023
Q2 		$325K Hold
15,340
– – 0.03% 496
2023
Q1 		$404 Hold
15,340
– – 0.03% 430
2022
Q4 		$392 Hold
15,340
– – 0.03% 448
2022
Q3 		$297K Hold
15,340
– – 0.03% 518
2022
Q2 		$283K Hold
15,340
– – 0.03% 540
2022
Q1 		$300K Hold
15,340
– – 0.02% 564
2021
Q4 		$266K Hold
15,340
– – 0.02% 629
2021
Q3 		$239K Hold
15,340
– – 0.02% 633
2021
Q2 		$266K Buy
+15,340
New +$252K 0.02% 603
2021
Q1 		– Sell
-13,850
Closed -$220K – 743
2020
Q4 		$220K Hold
13,850
– – 0.02% 621
2020
Q3 		$130K Buy
+13,850
New +$153K 0.01% 645
2019
Q2 		– Sell
-6,450
Closed -$215K – 669
2019
Q1 		$215K Buy
+6,450
New +$188K 0.04% 524

Other funds holding AVTA

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

Everence Capital Management's AVTA Position: Q4 2023 in Review

Everence Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 15,340 shares — an estimated $392 sold.

Everence Capital Management first reported a position in AVTA in Q1 2019 and held it in 13 quarters. The position peaked at $325K in Q2 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Everence Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Everence Capital Management sold 15,340 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $392.
  • Everence Capital Management first reported a position in Avantax, Inc. Common Stock in Q1 2019 and held it in 13 quarters.
  • Everence Capital Management's Avantax, Inc. Common Stock position peaked at $325K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Everence Capital Management's 13F filing for Q4 2023, filed 30 Jan 2024.