Fifth Third Bancorp’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-207
| Closed | -$5.29K | – | 2691 |
|
|
2023
Q3 | $5.29K | Buy |
207
+101
| +95% | +$2.4K | ﹤0.01% | 2155 |
|
|
2023
Q2 | $2.37K | Hold |
106
| – | – | ﹤0.01% | 2400 |
|
|
2023
Q1 | $2.79K | Hold |
106
| – | – | ﹤0.01% | 2492 |
|
|
2022
Q4 | $2.71K | Hold |
106
| – | – | ﹤0.01% | 2371 |
|
|
2022
Q3 | $2K | Hold |
106
| – | – | ﹤0.01% | 2494 |
|
|
2022
Q2 | $2K | Hold |
106
| – | – | ﹤0.01% | 2479 |
|
|
2022
Q1 | $2K | Hold |
106
| – | – | ﹤0.01% | 2573 |
|
|
2021
Q4 | $2K | Buy |
+106
| New | +$1.8K | ﹤0.01% | 2588 |
|
|
2021
Q3 | – | Sell |
-402
| Closed | -$7K | – | 2779 |
|
|
2021
Q2 | $7K | Buy |
+402
| New | +$6.6K | ﹤0.01% | 2145 |
|
|
2021
Q1 | – | Sell |
-150
| Closed | -$2K | – | 2512 |
|
|
2020
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 2256 |
|
|
2020
Q3 | $1K | Buy |
+150
| New | +$1.66K | ﹤0.01% | 2244 |
|
|
2016
Q1 | – | Sell |
-115
| Closed | -$1K | – | 2729 |
|
|
2015
Q4 | $1K | Buy |
115
+2
| +2% | +$22 | ﹤0.01% | 2661 |
|
|
2015
Q3 | $2K | Buy |
113
+39
| +53% | +$559 | ﹤0.01% | 2656 |
|
|
2015
Q2 | $1K | Buy |
74
+1
| +1% | +$15 | ﹤0.01% | 2785 |
|
|
2015
Q1 | $1K | Buy |
+73
| New | +$1.02K | ﹤0.01% | 2688 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$2K | – | 2250 |
|
|
2013
Q3 | $2K | Buy |
+100
| New | +$2.08K | ﹤0.01% | 2137 |
|
Other funds holding AVTA
Fifth Third Bancorp's AVTA Position: Q4 2023 in Review
Fifth Third Bancorp sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 207 shares — an estimated $5.29K sold.
Fifth Third Bancorp first reported a position in AVTA in Q3 2013 and held it in 16 quarters. The position peaked at $7K in Q2 2021. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- Fifth Third Bancorp reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Fifth Third Bancorp sold 207 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $5.29K.
- Fifth Third Bancorp first reported a position in Avantax, Inc. Common Stock in Q3 2013 and held it in 16 quarters.
- Fifth Third Bancorp's Avantax, Inc. Common Stock position peaked at $7K in Q2 2021.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on Fifth Third Bancorp's 13F filing for Q4 2023, filed 19 Jan 2024.