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

FORA Capital’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	-16,324	Closed	-$418K	–	678
2023 Q3	$418K	Buy	+16,324	New	+$387K	0.04%	359
2021 Q3	–	Sell	-2,449	Closed	-$42K	–	938
2021 Q2	$42K	Buy	+2,449	New	+$40.2K	0.01%	744

Other funds holding AVTA

HNB

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

FORA Capital's AVTA Position: Q4 2023 in Review

FORA Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 16,324 shares — an estimated $418K sold.

FORA Capital first reported a position in AVTA in Q2 2021 and held it in 2 quarters. The position peaked at $418K in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

FORA Capital reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
FORA Capital sold 16,324 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $418K.
FORA Capital first reported a position in Avantax, Inc. Common Stock in Q2 2021 and held it in 2 quarters.
FORA Capital's Avantax, Inc. Common Stock position peaked at $418K in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.