Goldman Sachs
AVTA

Goldman Sachs’s Avantax, Inc. Common Stock AVTA Stock Holding History

Goldman Sachs’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
-1,186,353
Closed -$30.3M – 5948
2023
Q3 		$30.3M Buy
1,186,353
+935,983
+374% +$22.2M 0.01% 1446
2023
Q2 		$5.6M Buy
250,370
+140,502
+128% +$3.31M ﹤0.01% 3004
2023
Q1 		$2.89M Buy
109,868
+25,399
+30% +$690K ﹤0.01% 3553
2022
Q4 		$2.16M Sell
84,469
-113,714
-57% -$2.61M ﹤0.01% 3887
2022
Q3 		$3.83M Buy
198,183
+113,127
+133% +$2.28M ﹤0.01% 3374
2022
Q2 		$1.57M Sell
85,056
-43,061
-34% -$783K ﹤0.01% 4260
2022
Q1 		$2.5M Buy
128,117
+55,877
+77% +$1.01M ﹤0.01% 4044
2021
Q4 		$1.25M Sell
72,240
-4,371
-6% -$74.2K ﹤0.01% 4648
2021
Q3 		$1.19M Sell
76,611
-21,677
-22% -$351K ﹤0.01% 4609
2021
Q2 		$1.7M Buy
98,288
+29,615
+43% +$486K ﹤0.01% 4349
2021
Q1 		$1.14M Buy
68,673
+11,166
+19% +$187K ﹤0.01% 4497
2020
Q4 		$915K Sell
57,507
-175,619
-75% -$2.14M ﹤0.01% 4253
2020
Q3 		$2.2M Buy
233,126
+62,820
+37% +$695K ﹤0.01% 3498
2020
Q2 		$1.95M Sell
170,306
-81,233
-32% -$1.02M ﹤0.01% 3479
2020
Q1 		$3.03M Buy
251,539
+167,682
+200% +$3.23M ﹤0.01% 3016
2019
Q4 		$2.19M Sell
83,857
-81,523
-49% -$1.83M ﹤0.01% 3584
2019
Q3 		$3.58M Buy
165,380
+65,841
+66% +$1.66M ﹤0.01% 3105
2019
Q2 		$3.02M Sell
99,539
-105,681
-51% -$3.48M ﹤0.01% 3234
2019
Q1 		$6.85M Buy
205,220
+26,200
+15% +$763K ﹤0.01% 2732
2018
Q4 		$4.77M Sell
179,020
-50,535
-22% -$1.55M ﹤0.01% 2924
2018
Q3 		$9.24M Sell
229,555
-81,752
-26% -$2.98M ﹤0.01% 2518
2018
Q2 		$11.5M Buy
311,307
+85,770
+38% +$2.77M ﹤0.01% 2289
2018
Q1 		$5.55M Sell
225,537
-518,298
-70% -$12.3M ﹤0.01% 2808
2017
Q4 		$16.4M Buy
743,835
+111,971
+18% +$2.5M ﹤0.01% 2084
2017
Q3 		$16M Buy
631,864
+93,717
+17% +$2.12M ﹤0.01% 2178
2017
Q2 		$11.4M Buy
538,147
+145,060
+37% +$2.87M ﹤0.01% 2404
2017
Q1 		$6.8M Buy
393,087
+142,865
+57% +$2.24M ﹤0.01% 2678
2016
Q4 		$3.69M Buy
250,222
+156,794
+168% +$2.12M ﹤0.01% 3320
2016
Q3 		$1.05M Buy
93,428
+16,993
+22% +$189K ﹤0.01% 4357
2016
Q2 		$792K Sell
76,435
-91,997
-55% -$724K ﹤0.01% 4407
2016
Q1 		$869K Sell
168,432
-164,476
-49% -$1.16M ﹤0.01% 4193
2015
Q4 		$3.26M Buy
332,908
+63,604
+24% +$702K ﹤0.01% 3210
2015
Q3 		$3.71M Buy
269,304
+148,878
+124% +$2.13M ﹤0.01% 3162
2015
Q2 		$1.95M Buy
120,426
+55,141
+84% +$849K ﹤0.01% 3851
2015
Q1 		$891K Buy
65,285
+17,302
+36% +$241K ﹤0.01% 4585
2014
Q4 		$664K Sell
47,983
-28,714
-37% -$422K ﹤0.01% 5007
2014
Q3 		$1.17M Sell
76,697
-32,517
-30% -$538K ﹤0.01% 4451
2014
Q2 		$2.06M Sell
109,214
-226,743
-67% -$4.27M ﹤0.01% 3971
2014
Q1 		$6.62M Buy
335,957
+18,930
+6% +$438K ﹤0.01% 2732
2013
Q4 		$9.24M Buy
317,027
+221,313
+231% +$5.98M ﹤0.01% 2429
2013
Q3 		$2.2M Buy
95,714
+56,124
+142% +$1.17M ﹤0.01% 3824
2013
Q2 		$734K Buy
+39,590
New +$673K ﹤0.01% 4635

Other funds holding AVTA

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

Goldman Sachs's AVTA Position: Q4 2023 in Review

Goldman Sachs sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 1,186,353 shares — an estimated $30.3M sold.

Goldman Sachs first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $30.3M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Goldman Sachs reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Goldman Sachs sold 1,186,353 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $30.3M.
  • Goldman Sachs first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Goldman Sachs's Avantax, Inc. Common Stock position peaked at $30.3M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Goldman Sachs's 13F filing for Q4 2023, filed 13 Feb 2024.