Franklin Resources’s Avantax, Inc. Common Stock AVTA Stock Holding History

Franklin Resources’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	-21,507	Closed	-$550K	–	2759
2023 Q3	$550K	Sell	21,507 -2,233	-9%	-$53K	﹤0.01%	1870
2023 Q2	$531K	Buy	+23,740	New	+$559K	﹤0.01%	1944

Other funds holding AVTA

HNB

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

Franklin Resources's AVTA Position: Q4 2023 in Review

Franklin Resources sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 21,507 shares — an estimated $550K sold.

Franklin Resources first reported a position in AVTA in Q2 2023 and held it in 2 quarters. The position peaked at $550K in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Franklin Resources reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Franklin Resources sold 21,507 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $550K.
Franklin Resources first reported a position in Avantax, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
Franklin Resources's Avantax, Inc. Common Stock position peaked at $550K in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Franklin Resources's 13F filing for Q4 2023, filed 9 Feb 2024.