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

EverSource Wealth 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	-82	Closed	-$2.1K	–	2772
2023 Q3	$2.1K	Hold	82	–	–	﹤0.01%	1989
2023 Q2	$1.83K	Hold	82	–	–	﹤0.01%	2049
2023 Q1	$2.16K	Hold	82	–	–	﹤0.01%	1914
2022 Q4	$2.09K	Hold	82	–	–	﹤0.01%	1902
2022 Q3	$2K	Hold	82	–	–	﹤0.01%	1756
2022 Q2	$2K	Hold	82	–	–	﹤0.01%	1601
2022 Q1	$2K	Hold	82	–	–	﹤0.01%	1608
2021 Q4	$1K	Buy	+82	New	+$1.39K	﹤0.01%	1753

Other funds holding AVTA

HNB

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

EverSource Wealth Advisors's AVTA Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 82 shares — an estimated $2.1K sold.

EverSource Wealth Advisors first reported a position in AVTA in Q4 2021 and held it in 8 quarters. The position peaked at $2.16K in Q1 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

EverSource Wealth Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 82 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $2.1K.
EverSource Wealth Advisors first reported a position in Avantax, Inc. Common Stock in Q4 2021 and held it in 8 quarters.
EverSource Wealth Advisors's Avantax, Inc. Common Stock position peaked at $2.16K in Q1 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

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