Farmers & Merchants Investments Inc’s Avantax, Inc. Common Stock AVTA Stock Holding History

Farmers & Merchants Investments Inc’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	-35	Closed	-$895	–	1808
2023 Q3	$895	Hold	35	–	–	﹤0.01%	1421
2023 Q2	$783	Hold	35	–	–	﹤0.01%	1484
2023 Q1	$921	Hold	35	–	–	﹤0.01%	1412
2022 Q4	$894	Buy	35 +5	+17%	+$115	﹤0.01%	1436
2022 Q3	$1K	Buy	+30	New	+$603	﹤0.01%	1525

Other funds holding AVTA

HNB

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

Farmers & Merchants Investments Inc's AVTA Position: Q4 2023 in Review

Farmers & Merchants Investments Inc sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 35 shares — an estimated $895 sold.

Farmers & Merchants Investments Inc first reported a position in AVTA in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Farmers & Merchants Investments Inc reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 35 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $895.
Farmers & Merchants Investments Inc first reported a position in Avantax, Inc. Common Stock in Q3 2022 and held it in 5 quarters.
Farmers & Merchants Investments Inc's Avantax, Inc. Common Stock position peaked at $1K in Q3 2022.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2023, filed 23 Jan 2024.