FCBT
AVTA

First Citizens Bank & Trust’s Avantax, Inc. Common Stock AVTA Stock Holding History

First Citizens Bank & Trust’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
2022
Q3 		– Sell
-10,126
Closed -$187K – 405
2022
Q2 		$187K Sell
10,126
-779
-7% -$14.2K 0.01% 383
2022
Q1 		$214K Sell
10,905
-54
-0.5% -$979 0.01% 398
2021
Q4 		$189K Sell
10,959
-1,221
-10% -$20.7K 0.01% 422
2021
Q3 		$190K Sell
12,180
-333
-3% -$5.39K 0.01% 407
2021
Q2 		$217K Buy
12,513
+736
+6% +$12.1K 0.01% 391
2021
Q1 		$196K Sell
11,777
-4,306
-27% -$72.3K 0.01% 387
2020
Q4 		$256K Sell
16,083
-1,063
-6% -$13K 0.01% 307
2020
Q3 		$162K Buy
+17,146
New +$190K 0.01% 357

Other funds holding AVTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

First Citizens Bank & Trust's AVTA Position: Q3 2022 in Review

First Citizens Bank & Trust sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2022, closing a stake of 10,126 shares — an estimated $187K sold.

First Citizens Bank & Trust first reported a position in AVTA in Q3 2020 and held it in 8 quarters. The position peaked at $256K in Q4 2020. 156 funds tracked by Wall St. Rank hold AVTA as of Q3 2022.

  • First Citizens Bank & Trust reported no remaining Avantax, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • First Citizens Bank & Trust sold 10,126 Avantax, Inc. Common Stock shares in Q3 2022, an estimated $187K.
  • First Citizens Bank & Trust first reported a position in Avantax, Inc. Common Stock in Q3 2020 and held it in 8 quarters.
  • First Citizens Bank & Trust's Avantax, Inc. Common Stock position peaked at $256K in Q4 2020.
  • 156 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2022.

Based on First Citizens Bank & Trust's 13F filing for Q3 2022, filed 20 Oct 2022.