Gabelli & Co Investment Advisers’s Avantax, Inc. Common Stock AVTA Stock Holding History

Gabelli & Co Investment Advisers’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	-20,950	Closed	-$536K	–	286
2023 Q3	$536K	Buy	+20,950	New	+$497K	0.09%	120

Other funds holding AVTA

HNB

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

Gabelli & Co Investment Advisers's AVTA Position: Q4 2023 in Review

Gabelli & Co Investment Advisers sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 20,950 shares — an estimated $536K sold.

Gabelli & Co Investment Advisers first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $536K in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Gabelli & Co Investment Advisers reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Gabelli & Co Investment Advisers sold 20,950 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $536K.
Gabelli & Co Investment Advisers first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
Gabelli & Co Investment Advisers's Avantax, Inc. Common Stock position peaked at $536K in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Gabelli & Co Investment Advisers's 13F filing for Q4 2023, filed 13 Feb 2024.